Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Vincent Sheehy is an Investment Advisor Representative at Harborlight Investments, LLC. Christopher has been in the financial services industry since March 2011 and has a Series 7, Series 63 and Series 65 license. Christopher is a Certified Financial Planner and offers financial planning, pension consulting and portfolio management for individuals. Harborlight Investments, LLC is a Registered Investment Adviser with the SEC and has approximately 289 clients. Christopher's current office is located in El Cerrito, 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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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CA
01/10/2017 - Present
Harborlight Investments, LLC (EL CERRITO CA)
CA
03/15/2011 - 01/02/2013
STUDENT OPTIONS, LLC (SAN FRANCISCO CA)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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