Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Agulele is a financial advisor at LPL Financial LLC. Christopher has been in the industry since 1999 and has a wide range of experience, having worked with several firms before joining LPL Financial LLC. Christopher is registered in 35 states and holds several licenses and certifications, including Series 7, 24, 52, 53, 63, and 65. He also holds Series 4, a designation for Registered Options Principal. Christopher is a highly experienced and qualified financial advisor who can provide a wide range of services to meet the needs of his clients. He specializes in financial planning, portfolio management for individuals and businesses, and investment advice. Christopher is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
05/09/2019 - Present
LPL Financial LLC (STAMFORD CT)
CT
03/14/2013 - 12/20/2017
PEOPLE'S SECURITIES, INC. (STAMFORD CT)
NY
09/05/2008 - 03/19/2013
LPL FINANCIAL LLC (ARDSLEY NY)
NY
11/03/2005 - 07/12/2008
IFMG SECURITIES, INC. (PURCHASE NY)
NY
09/12/2002 - 06/27/2005
AXA ADVISORS, LLC (NEW YORK NY)
NJ
06/27/2000 - 04/03/2002
BUCKMAN, BUCKMAN & REID, INC. (LITTLE SILVER NJ)
NY
06/25/1999 - 07/06/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/13/1997 - 03/11/1998
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
05/22/1996 - 01/21/1997
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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