Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ocull is a financial advisor located in Brentwood, Tennessee. Christopher has been a registered representative in the securities industry since 2001 and joined Stifel, Nicolaus & Company, Inc. in 2017. Previously, Christopher was a registered representative for KeyBanc Capital Markets Inc. and SunTrust Robinson Humphrey, Inc. Christopher holds the Series 7, Series 63, Series 86, and Series 87 licenses. Christopher specializes in working with individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Christopher offers investment advisory services including financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
07/18/2017 - Present
Stifel, Nicolaus & Company, Inc. (BRENTWOOD TN)
TN
05/29/2012 - 07/12/2017
KEYBANC CAPITAL MARKETS INC. (BRENTWOOD TN)
TN
05/26/2006 - 03/29/2012
SUNTRUST ROBINSON HUMPHREY, INC. (NASHVILLE TN)
TN
07/13/2001 - 11/07/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
GA
09/07/2000 - 06/19/2001
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
BC
Issued 06/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/02/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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