Unclaimed
Christopher Steven Kalmin is a financial advisor with over 10 years of experience in the financial services industry. Christopher is currently registered with LPL Financial LLC and has previously been registered with MetLife Securities Inc., MetLife Investors Distribution Company, New England Securities, Prudential Annuities Distributors, Inc., and First Investors Corporation. Christopher is a Series 6, Series 7TO, and Series 63 licensed professional. Christopher has a wide range of experience in providing financial advice, including investment planning, retirement planning, college savings, and estate planning. Christopher specializes in providing financial advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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
SC
03/08/2019 - Present
LPL Financial LLC (FORT MILL SC)
NC
02/27/2014 - 06/10/2015
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
02/03/2014 - 06/10/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
02/27/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
CT
01/20/2012 - 02/11/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
12/17/2010 - 07/25/2011
FIRST INVESTORS CORPORATION (E. HARTFORD CT)
BC
Issued 12/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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