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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Albert Zeoli is a registered investment advisor representative with Onedigital Investment Advisors in Berwyn, Pennsylvania. Christopher has been in the financial industry since August 2002, working for several firms including Vanguard Marketing Corporation and Triad Advisors. Christopher is registered in Pennsylvania and New York and holds Series 6, 7, 63 and 65 licenses. He specializes in portfolio management for individuals and businesses, pension consulting and financial planning. Christopher is also on the Board of Directors for Colonial Soccer Club.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/05/2022 - Present
Onedigital Investment Advisors (Berwyn PA)
PA
03/21/2022 - 08/23/2024
TRIAD ADVISORS LLC (Berwyn PA)
PA
09/27/2018 - 03/09/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
08/21/1998 - 09/30/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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