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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mathews is a financial advisor who has been in the industry since 1992. Christopher is currently registered with LPL Financial LLC and has a total of 22 state registrations, including Maryland and Texas. Christopher is also a certified financial planner and has a variety of licenses, including Series 7, 63, and 65. Christopher has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Christopher's previous employers include CBIZ Financial Solutions, Inc. and National Planning Corporation.
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
WV
04/06/2021 - Present
LPL Financial LLC (RIDGELEY WV)
MD
12/21/1992 - 12/06/2010
CBIZ FINANCIAL SOLUTIONS, INC. (CUMBERLAND MD)
IL
04/05/2004 - 07/29/2004
CBIZ MERGERS & ACQUISITIONS GROUP, INC. (CHICAGO IL)
CA
06/08/1999 - 04/17/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/1993
Series 4 - Registered Options Principal Examination
BC
Issued 02/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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