Unclaimed
Christian Joseph Pellicci is a financial advisor with U.S. Bancorp Investments, Inc. Christian is registered with the state of North Carolina and has passed the Series 63, Series 79TO and SIE exams. Christian is located in Charlotte, NC, and is part of a team of advisors who provide a variety of financial planning and investment services to individuals and businesses. Christian has been in the industry for 1 day.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
11/20/2023 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 01/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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