Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Lorraine Vozzo is an Investment Advisor Representative at Summit Financial, LLC. Christina has been in the industry since 2009 and has experience in investment advising for individuals and businesses, as well as financial planning. Christina's expertise extends to pension consulting and selection of other advisers. Christina has worked with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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NJ
08/24/2022 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
10/18/2021 - 07/20/2022
NYLIFE SECURITIES LLC (EDISON NJ)
NJ
04/06/2015 - 07/01/2021
FIDELITY BROKERAGE SERVICES LLC (BRIDGEWATER NJ)
NJ
05/07/2012 - 11/20/2013
R. SEELAUS & CO.,INC. (SUMMIT NJ)
NJ
10/07/2011 - 05/15/2012
MORGAN STANLEY SMITH BARNEY (FLORHAM PARK NJ)
NJ
05/04/2011 - 07/13/2011
MORGAN STANLEY SMITH BARNEY (FLORHAM PARK NJ)
NJ
09/01/2009 - 03/02/2011
METLIFE SECURITIES INC. (CRANFORD NJ)
BOTH
Issued 07/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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