Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Paganelli is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm that manages between $1 billion and $10 billion in assets. Christopher has been in the industry since 2011, and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Christopher holds a variety of licenses and certifications, including the Series 7, 66, 31, and 9 exams, and has experience in financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
03/29/2018 - Present
Stifel, Nicolaus & Company, Inc. (RENO NV)
CA
08/09/2013 - 07/25/2017
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
CA
05/13/2011 - 08/28/2013
MORGAN STANLEY (ORINDA CA)
BOTH
Issued 07/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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