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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 Holland is a financial advisor with Wealthcare Advisory Partners LLC. Christopher has been in the financial services industry since 2014. Christopher holds the Series 7, Series 63, and Series 65 licenses. Christopher is a Chartered Financial Analyst (CFA). Christopher provides financial planning, portfolio management for individuals, portfolio management for businesses, and selection of other advisors. Christopher specializes in providing investment advice to high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Christopher's firm, Wealthcare Advisory Partners LLC, is located in West Chester, Pennsylvania.
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
PA
07/08/2022 - Present
Wealthcare Advisory Partners LLC (HARLEYSVILLE PA)
NJ
07/14/2014 - 09/16/2016
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
BC
Issued 08/10/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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