Unclaimed
Kevin H Christopher is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with Newedge Advisors in Milldale, Connecticut. Kevin is also registered in Nebraska, New Hampshire, and other states. Kevin offers financial planning, portfolio management and insurance services. Kevin previously worked for CETERA ADVISOR NETWORKS LLC, INFINEX INVESTMENTS, INC., HARVEST CAPITAL LLC, BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC.
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.
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.
1
2
CT
01/08/2024 - Present
Newedge Advisors (Milldale CT)
CT
01/11/2019 - 01/03/2024
CETERA ADVISOR NETWORKS LLC (MILLDALE CT)
CT
11/20/2013 - 12/31/2018
INFINEX INVESTMENTS, INC. (SOUTHINGTON CT)
CT
05/18/2009 - 11/20/2013
HARVEST CAPITAL LLC (SOUTHINGTON CT)
CT
10/20/2004 - 05/21/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST HARTFORD CT)
NY
10/12/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 10/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kevin Christopher is the right advisor for you? Invested Better is here to help.