Unclaimed
Christine Dellacato is a financial advisor with Cetera Investment Advisers LLC. Christine has been in the financial services industry since 1989 and has a broad range of experience in financial planning, portfolio management, and investment advice. Christine is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Christine is licensed in a number of states, including California, Texas, and many others. Christine has a strong commitment to providing her clients with personalized financial advice and helping them achieve their financial goals. Christine has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Christine has a deep understanding of the financial markets and is committed to providing her clients with the highest level of service.
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.
1
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 5/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 3/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christine Dellacato is the right advisor for you? Invested Better is here to help.