Unclaimed
Christopher Isom is a financial advisor registered with Edward Jones. Christopher has been in the securities industry for over 15 years and has experience with various firms, including VALIC Financial Advisors, Inc., Stifel, Nicolaus & Company, Incorporated, and Morgan Keegan & Company, Inc. Christopher holds several licenses and certifications, including Series 6, 7, 63, 65, and SIE. He is currently registered in Mississippi as a Registered Representative and an Investment Advisor Representative. Christopher's firm, Edward Jones, is a well-established company with a strong reputation in the financial industry.
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.
See schedule d - miscellaneous
1
2
MS
06/07/2024 - Present
Edward Jones (MERIDIAN MS)
MS
01/05/2023 - 04/03/2024
MML INVESTORS SERVICES, LLC (Meridian MS)
MS
10/22/2014 - 11/18/2022
VALIC FINANCIAL ADVISORS, INC. (RIDGELAND MS)
MS
10/22/2012 - 10/24/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MERIDIAN MS)
TN
10/09/2008 - 12/31/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
05/05/2006 - 01/03/2008
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
IA
Issued 02/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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