Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Henry Cristo is a financial advisor with Independent Financial Group, LLC. Chad has been in the industry since 1993 and has a wide range of experience, working with individuals, businesses, and institutional clients. Chad holds a variety of licenses and certifications, including the Series 7, Series 6, Series 63, Series 24, and Series 51 exams. Chad is dedicated to providing personalized financial advice to help clients achieve 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/02/2022 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
06/16/1993 - 02/03/2022
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (SAN FRANCISCO CA)
IA
Issued 04/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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