Unclaimed
Christy Loop is a registered investment advisor representative with Towers Watson Investment Services, Inc. Christy has been in the industry since 2004. Christy is licensed in Texas, and has passed Series 7 and Series 63 exams.
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.
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.
See schedule d, miscellaneous, for a description of other 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.
A percentage of the total value of assets under management is charged.
Fee based on a percentage of assets advised on
1
2
GA
03/29/2018 - Present
Towers Watson Investment Services, Inc. (Atlanta GA)
IL
06/10/2005 - 07/28/2011
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
WI
02/16/2004 - 06/15/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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