Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Taggert is a financial advisor with U.S. Bancorp Investments, Inc. with over 20 years of experience in the industry. Christopher's expertise includes specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining U.S. Bancorp Investments, Christopher has also worked for a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, HSBC Securities (USA) Inc., Donaldson, Lufkin & Jenrette Securities Corporation and SG Cowen Securities Corporation. Christopher is licensed in North Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
04/17/2013 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NY
11/26/2002 - 04/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/18/2001 - 10/10/2002
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NJ
06/15/2000 - 08/31/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/01/1998 - 11/10/1998
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
06/19/1998 - 07/01/1998
COWEN & CO. (NEW YORK NY)
BC
Issued 04/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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