Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher William Jones is a financial advisor with First Citizens Investor Services, Inc., based in Charleston, SC. Christopher has been a registered representative for over eight years, working with clients in South Carolina, North Carolina and Georgia. Christopher has a strong background in financial planning and portfolio management, and is committed to helping clients reach their financial goals.
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.
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
SC
09/13/2021 - Present
First Citizens Investor Services, Inc. (Charleston SC)
SC
02/17/2021 - 09/08/2021
TRUIST INVESTMENT SERVICES, INC. (MURRELS INLET SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
08/26/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MURRELS INLET SC)
SC
10/04/2013 - 08/24/2015
WELLS FARGO ADVISORS, LLC (SURFSIDE BEACH SC)
IA
Issued 10/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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