Unclaimed
Christopher MacK is a financial advisor with Raymond James Financial Services Advisors, Inc. in Houston, Texas. Christopher has been working in the financial services industry since January 14, 2019 and holds the Series 66, Series 7TO, and SIE licenses. Christopher specializes in providing financial planning services to individuals, businesses, and retirement plans. Christopher has a diverse range of experience in the financial services industry. Prior to joining Raymond James, Christopher worked at UBS Financial Services Inc. Christopher is a Certified Financial Planner and is committed to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
03/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
01/15/2019 - 02/21/2019
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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