Unclaimed
Christopher Flanagan is a financial professional with over 25 years of experience in the financial services industry. Christopher has a Series 63, Series 65, Series 7 and SIE. Christopher is currently registered with Prospera Financial Services, Inc. in New York. Prior to joining Prospera Financial Services, Inc., Christopher was affiliated with Citigroup Global Markets Inc., CitiCorp Investment Services, Stuart, Coleman & Co., Inc., The Boston Group, and D. H. Blair & Co., Inc. Christopher specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Christopher also provides financial planning, pension consulting, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
NY
02/14/2021 - Present
Prospera Financial Services, Inc. (White Plains NY)
NY
05/29/2007 - 04/10/2015
CITIGROUP GLOBAL MARKETS INC. (SOMERS NY)
NY
11/11/1998 - 05/29/2007
CITICORP INVESTMENT SERVICES (SOMERS NY)
NY
04/23/1998 - 11/05/1998
STUART, COLEMAN & CO., INC. (NEW YORK NY)
CA
03/25/1996 - 05/12/1998
THE BOSTON GROUP (LOS ANGELES CA)
NY
07/21/1995 - 03/26/1996
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 11/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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