Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Vail Maxtone-graham is a financial advisor with Mariner Independent. Christopher has been in the financial industry for over 28 years. Christopher is registered with the state of Texas as an Investment Advisor Representative. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Christopher has a Series 7, Series 63, and Series 65 license. Christopher's previous employers include MORGAN STANLEY, ROBERT W. BAIRD & CO. INCORPORATED, J.P. MORGAN SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC., and SALOMON SMITH BARNEY 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.
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
TX
10/30/2023 - Present
Mariner Independent (Dallas TX)
TX
07/11/2014 - 11/01/2023
MORGAN STANLEY (Dallas TX)
TX
12/06/2010 - 07/17/2014
ROBERT W. BAIRD & CO. INCORPORATED (DALLAS TX)
TX
04/20/2009 - 12/15/2010
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
07/13/2004 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
05/01/2000 - 07/13/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/14/2004 - 06/21/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/27/1995 - 03/31/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/22/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
05/08/1995 - 07/24/1995
GATES CAPITAL CORPORATION (NEW YORK NY)
IA
Issued 05/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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