Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Grubb is a financial advisor with LPL Financial LLC, a registered investment advisor. Christopher has been in the financial services industry since 1998. Christopher holds a Series 7, 24, 63, 65 and 66 licenses. Christopher’s previous experience includes working for UVEST FINANCIAL SERVICES GROUP, INC., MUTUAL SERVICE CORPORATION, ASSOCIATED SECURITIES CORP. and WATERSTONE FINANCIAL GROUP, INC.
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
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/24/2000 - 05/17/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
01/06/2010 - 10/05/2011
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
01/06/2010 - 11/11/2010
ASSOCIATED SECURITIES CORP. (BOSTON MA)
MA
01/06/2010 - 11/11/2010
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
BOTH
Issued 06/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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