Unclaimed
Chris MacCiachera is a financial advisor at Florida Financial Advisors, LLC, a firm with over 1300 clients. Chris has been registered with the state of Florida since June 18, 2024, and with the state of Texas since June 14, 2024. The advisor specializes in portfolio management for individuals, financial planning, and pension consulting. Florida Financial Advisors provides advisory services on approximately 199 million dollars of assets. The firm also provides portfolio management for businesses and assists clients in selecting other advisors. Chris also works for Texas Financial Advisors, a division of Florida Financial Advisors.
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.
2% of net worth or assets for financial planning clients
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TX
06/14/2024 - Present
Florida Financial Advisors, LLC (Dallas TX)
IA
Issued 03/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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