Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pellegrino is a financial advisor with over 19 years of experience. He is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions at CITIZENS SECURITIES, INC., MBSC SECURITIES CORPORATION, MBSC, LLC, and VANGUARD MARKETING CORPORATION. Christopher holds the Series 6, 7, 63, and 65 licenses and the SIE. He is a registered Investment Advisor Representative in Pennsylvania and has a specialization in Retirement Planning, Investments, College Savings Plans, Income Planning and Estate Planning. Christopher is committed to providing his clients with personalized financial advice and services to help them reach 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.
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.
Investment consulting services to institutional clients
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
PA
10/19/2022 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
PA
04/04/2014 - 12/31/2020
CITIZENS SECURITIES, INC. (NEWTOWN SQ PA)
PA
07/02/2007 - 03/17/2014
MBSC SECURITIES CORPORATION (RADNOR PA)
PA
07/11/2006 - 07/02/2007
MBSC, LLC (NEWTON SQUARE PA)
PA
10/08/1999 - 07/22/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 09/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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