Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Lisa Dellacato is a financial advisor with Cetera Investment Advisers LLC in LA MESA, California. Christine has been in the financial services industry since 1989. Christine previously worked for Summit Brokerage Services, Inc. and LPL Financial LLC. Christine specializes in financial planning and portfolio management for individuals and businesses.
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.
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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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LA MESA CA)
CA
07/25/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LA MESA CA)
CA
05/25/1995 - 08/21/2013
LPL FINANCIAL LLC (LA MESA CA)
NY
03/20/1990 - 06/08/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
03/31/1989 - 08/10/1989
BOND TIMING SECURITIES CORPORATION (LINCOLN MA)
IA
Issued 05/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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