Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Connell is a financial advisor with LPL Financial LLC. Christopher has been in the industry since 1998 and is registered in 14 states. Christopher also has experience with INVEST Financial Corporation and UVEST Financial Services Group, Inc. Christopher specializes in providing financial advice to individuals, businesses, and charitable organizations. Christopher offers a range of financial services, including financial planning, investment management, and retirement planning.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (BETHPAGE NY)
NY
08/10/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (BETHPAGE NY)
NY
12/07/2010 - 08/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BETHPAGE NY)
NY
05/26/2009 - 11/30/2010
HSBC SECURITIES (USA) INC. (MASSAPEQUA NY)
NY
05/27/2008 - 05/05/2009
LPL FINANCIAL CORPORATION (SOUTHAMPTON NY)
NY
03/16/2004 - 05/27/2008
IFMG SECURITIES, INC. (SOUTHAMPTON NY)
TX
06/23/1997 - 10/11/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NJ
03/20/1996 - 01/09/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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