Unclaimed
Christopher Alessio Tedesco is a financial advisor registered with CliftonLarsonAllen Wealth Advisors, LLC. Christopher has been in the industry since August 2020. Christopher specializes in financial planning, pension consulting, educational seminars, and selection of other advisers. Christopher has experience working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Christopher is licensed in Arizona, California, Nevada, North Carolina, Texas, and Washington.
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
AZ
07/24/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (PHOENIX AZ)
AZ
08/03/2020 - 12/02/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 05/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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