Unclaimed
Christopher Ferrell is a financial advisor with over 10 years of experience in the industry. Currently, Christopher is registered with PSI Advisors, LLC. Christopher has experience working with a variety of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Christopher offers a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/15/2019 - Present
PSI Advisors, LLC (TAMPA FL)
FL
07/14/2016 - 03/07/2018
PRINCIPAL SECURITIES, INC. (TAMPA FL)
VA
09/10/2014 - 02/08/2016
NFP ADVISOR SERVICES, LLC (Vienna VA)
VA
04/30/2014 - 09/10/2014
FINANCIAL TELESIS INC (FALLS CHURCH VA)
MD
04/19/2010 - 05/23/2012
MORGAN STANLEY SMITH BARNEY (BETHESDA MD)
DC
01/22/2009 - 03/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
FL
04/17/2008 - 05/30/2008
AIG RETIREMENT ADVISORS, INC. (TAMPA FL)
BOTH
Issued 05/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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