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Paladin Research Report For:

Chris Schiesser

Prudential

CFP®
303 International Cir #105
Hunt Valley, MD 21030
410-937-7578

About Chris Schiesser

As a CFP®, I am held to the highest professional and ethical standards. With over 20 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

See Disclosures

General Information

CRD#
  • 5023056
Firm CRD#
  • 8733
Years of Experience in Financial Services
  • 11
Number of Years with Current Firm
  • 11
Work Experience
  • 11 Years with Prudential Advisors, CFP® I treat my clients with white glove service and attention! I look forward to meeting with you.

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 6, Series 7, Series 63, Series 65

Firm Information

Advisor's Number of Clients
  • 400
Advisor's Number of Managed Clients
  • 400
Advisor's Number of Planning Clients
  • 75
Assets Managed by Advisor
  • 100,000,000

Disclosures

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf