Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Giuffrida is a financial advisor currently registered with Fisher Investments. Christopher has been in the industry since 2009 and has held previous registrations with WELLS FARGO ADVISORS, LLC, GRADIENT SECURITIES, LLC, and MEYERS ASSOCIATES, L.P. Christopher Giuffrida holds Series 63, 66 and 7 licenses. He is registered in New York, Pennsylvania and Texas. Christopher Giuffrida is currently registered with Fisher Investments in the Plano, Texas office. The firm offers portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses. Fisher Investments also provides financial planning and portfolio assessment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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
TX
09/06/2023 - Present
Fisher Investments (PLANO TX)
NY
07/23/2013 - 06/24/2014
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
09/07/2012 - 12/20/2012
GRADIENT SECURITIES, LLC (NEW YORK NY)
NY
12/01/2009 - 08/09/2010
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
BOTH
Issued 09/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Giuffrida is the right advisor for you? Invested Better is here to help.
