Unclaimed
Christopher Logue is a financial advisor registered with Lifemark Securities Corp. Christopher has been working in the financial services industry since December 1996 and has been with Lifemark Securities Corp. since November 2018. Christopher's previous roles have included working for Foresters Equity Services, Inc., Securities America, Inc., Brookstreet Securities Corporation, First Securities USA, Inc., and PFS Investments Inc. Christopher is registered with the Securities and Exchange Commission (SEC) and the state of California to provide investment advisory services and securities brokerage services. Christopher provides financial planning, portfolio management for individuals, and selection of other advisors. He has been registered as a Registered Representative and Investment Advisor Representative with the state of California. Christopher is a registered representative of Lifemark Securities Corp., an investment advisory firm with offices in Rochester, NY and Pittsburg, CA.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/06/2018 - Present
Lifemark Securities Corp. (Pittsburg CA)
CA
03/03/2011 - 11/06/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
07/17/2007 - 02/28/2011
SECURITIES AMERICA, INC. (CHICO CA)
CA
03/30/2004 - 07/18/2007
BROOKSTREET SECURITIES CORPORATION (CHICO CA)
CA
11/29/2000 - 06/30/2004
FIRST SECURITIES USA, INC. (IRVINE CA)
GA
12/05/1996 - 12/07/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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