Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Paul Desario is a financial advisor currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL. Christian has been in the industry since 2015. Christian holds FINRA Series 4, 7, 52, 53, 57, 66, 79, and SIE licenses. Christian is also registered as an investment advisor representative in Florida. Christian's previous employers include INVEST Financial Corporation, in Appleton, WI and Global Oak Capital Markets LLC, in Charleston, SC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/11/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
WI
07/10/2017 - 04/24/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
SC
08/11/2015 - 12/14/2015
GLOBAL OAK CAPITAL MARKETS LLC (CHARLESTON SC)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/21/2018
Series 57 - Securities Trader Exam
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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