Unclaimed
Christopher Recht is a financial professional with over 15 years of experience in the industry. Christopher is currently registered as a Registered Representative with Equity Services, Inc. Christopher specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Christopher has a proven track record of success in helping clients achieve their financial goals. Prior to joining Equity Services, Inc., Christopher worked for Ameritas Investment Corp. and PFS Investments Inc.. Christopher has passed the Series 6, Series 65, and SIE exams. Christopher is also a licensed Fire Rescue driver/paramedic in Palm Beach County.
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.
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.
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2
NY
10/13/2017 - Present
Equity Services, Inc. (HAUPPAUGE NY)
FL
08/10/2011 - 10/31/2017
AMERITAS INVESTMENT CORP. (COOPER CITY FL)
FL
08/08/2008 - 12/31/2009
AMERITAS INVESTMENT CORP. (PEMBROKE PNES FL)
GA
09/10/2007 - 07/01/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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