Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Giordano is an investment advisor representative registered with Allworth Financial, LP. Christopher has been in the industry since 1991 and has been registered with the state of California since 2004. Christopher has a Series 6, 7 and 63 license and the SIE exam. Prior to joining Allworth Financial, LP, Christopher worked for LPL Financial LLC and Wells Fargo Investments, LLC. Christopher specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/02/2021 - Present
Allworth Financial, LP (FOLSOM CA)
CA
12/11/2009 - 07/13/2021
LPL FINANCIAL LLC (LOS GATOS CA)
CA
03/24/2004 - 12/03/2009
WELLS FARGO INVESTMENTS, LLC (LOS GATOS CA)
CA
01/01/1999 - 03/24/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
05/12/1993 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
VA
07/23/1992 - 05/04/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
MN
12/24/1990 - 07/29/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 04/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Giordano is the right advisor for you? Invested Better is here to help.
