Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian John Borodiak is an investment advisor representative with Rockefeller Financial LLC, having joined the firm in July 2022. Christian Borodiak is licensed in 49 states and the District of Columbia. Christian Borodiak is a licensed investment advisor representative in Florida and Texas. Prior to joining the firm, Christian Borodiak worked at the University of Tampa in Tampa, FL and at St Thomas Aquinas High School in Fort Lauderdale, FL.
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
FL
03/09/2023 - Present
Rockefeller Financial LLC (Boca Raton FL)
BOTH
Issued 03/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christian Borodiak is the right advisor for you? Invested Better is here to help.
