Unclaimed
Christopher Doll is an investment advisor representative for Raymond James Financial Services Advisors, Inc.. Christopher Doll has been working in the financial services industry since 2014. Christopher Doll has worked for several firms, including U.S. Bancorp Investments, Inc., Key Investment Services LLC, and J.P. Morgan Securities LLC. Christopher Doll is registered to provide investment advice in 24 states. Christopher Doll specializes in providing financial planning, portfolio management, and pension consulting services. Christopher Doll also offers educational seminars and hourly & fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
10/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (Denver CO)
CO
04/26/2018 - 10/06/2022
U.S. BANCORP INVESTMENTS, INC. (DENVER CO)
CO
04/16/2015 - 12/12/2017
KEY INVESTMENT SERVICES LLC (GREENWOOD VILLAGE CO)
CO
11/25/2013 - 11/24/2014
J.P. MORGAN SECURITIES LLC (WESTMINSTER CO)
IA
Issued 02/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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