Unclaimed
Christopher Gagnier is a financial advisor with Janney Montgomery Scott LLC. Christopher has been in the financial services industry since 2012 and holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE. Christopher is also a Chartered Financial Analyst (CFA). Before joining Janney Montgomery Scott LLC, Christopher was a financial advisor with Van Eck Securities Corporation and Profunds Distributors, Inc. Christopher works with a variety of clients including individuals, families, corporations, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
05/10/2021 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
NY
05/25/2018 - 05/03/2021
VAN ECK SECURITIES CORPORATION (NEW YORK NY)
MD
05/04/2015 - 04/16/2018
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MD
06/11/2014 - 04/17/2015
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
PA
10/15/2012 - 05/08/2014
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
07/05/2012 - 09/14/2012
FIRST INVESTORS CORPORATION (PHILADELPHIA PA)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Gagnier is the right advisor for you? Invested Better is here to help.