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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 Stephen Koshy is a financial advisor with Robert W. Baird & Co. Inc.. Christopher Stephen Koshy has been in the industry since July 2018. Christopher Stephen Koshy has passed the Series 7, Series 66, Series 9 and SIE exams. Christopher Stephen Koshy is registered in 45 states and the District of Columbia. Christopher Stephen Koshy was previously employed at LPL FINANCIAL LLC from July 2018 to February 2019. Christopher Stephen Koshy specializes in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, investment companies, pooled investment vehicles and banking or thrift institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
WI
03/06/2019 - Present
Robert W. Baird & Co. Inc. (Waukesha WI)
CO
07/25/2018 - 02/26/2019
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 01/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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