Unclaimed
Christopher Rondinelli is a financial advisor at LPL Financial LLC and Good Life Advisors, LLC. Christopher Rondinelli has been in the financial industry since September 2008. Christopher Rondinelli provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and retirement plans. Christopher Rondinelli is a Certified Financial Planner and has Series 6, 7, 63 and 65 licenses.
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.
1
2
PA
01/07/2020 - Present
LPL Financial LLC (SEVEN FIELDS PA)
PA
09/04/2008 - 07/22/2013
WADDELL & REED, INC. (PITTSBURGH PA)
IA
Issued 06/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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