Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Tateo is a financial advisor with LPL Financial LLC in Mineola, New York. Christian has over 20 years of experience in the financial services industry. Christian is registered to provide investment advisory services in Connecticut, Florida, New York, and North Carolina. Christian also offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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
NY
05/15/2022 - Present
LPL Financial LLC (MINEOLA NY)
NY
12/14/2018 - 05/17/2022
WOODBURY FINANCIAL SERVICES, INC. (MINEOLA NY)
NY
03/25/2017 - 12/24/2018
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
10/03/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
06/03/2005 - 10/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
03/22/2004 - 06/07/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
01/01/2002 - 03/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/2002 - 03/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christian Tateo is the right advisor for you? Invested Better is here to help.
