Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mercer is a financial advisor currently registered with Lifeworks Advisors, LLC. Christopher has been in the industry since 2009, has a variety of experience across various firms such as Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade, Inc.. Christopher specializes in financial planning, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
04/09/2024 - Present
Lifeworks Advisors, LLC (GRAND RAPIDS MI)
IL
01/26/2022 - 04/10/2024
CHARLES SCHWAB & CO., INC. (Northbrook IL)
IL
02/26/2018 - 04/10/2024
TD AMERITRADE, INC. (Northbrook IL)
IL
09/01/2011 - 02/26/2018
SCOTTRADE, INC. (NORTHBROOK IL)
BOTH
Issued 02/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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