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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Montgomery is a financial advisor with Raymond James & Associates, Inc. with over 30 years of experience in the financial services industry. Christopher has a broad range of experience and holds licenses in multiple states. Christopher has been registered with FINRA and has held positions with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Christopher has a wide range of experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, insurance companies, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
08/30/2017 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
LA
07/01/2003 - 07/31/2017
WELLS FARGO CLEARING SERVICES, LLC (NEW ORLEANS LA)
NY
02/13/1990 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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