Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stevens is a financial advisor with LPL Financial LLC, located in Fort Mill, SC. Christopher has been in the financial industry since September 2015. Christopher has a Series 63 and Series 65 license, and has previously worked at Ameriprise Financial Services, LLC and Vanguard Marketing Corporation. Christopher specializes in working with individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
06/04/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/26/2016 - 04/30/2021
AMERIPRISE FINANCIAL SERVICES, LLC (GREENSBORO NC)
NC
08/17/2015 - 08/16/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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