Unclaimed
Christopher Cymbala is a financial advisor with International Assets Investment Management, LLC. Christopher has over 20 years of experience in the financial services industry and holds Series 66, Series 7 and SIE licenses. Christopher provides a wide range of financial planning and investment advisory services to individual and business clients. Christopher also specializes in investment advisory services for high net worth individuals and corporations.
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.
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.
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2
CT
09/27/2023 - Present
International Assets Investment Management, LLC (Rocky Hill CT)
CT
08/10/2023 - 03/20/2024
INTERNATIONAL ASSETS ADVISORY, LLC (ROCKY HILL CT)
CT
03/31/2023 - 06/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (HARTFORD CT)
CT
10/11/2011 - 04/25/2023
LPL FINANCIAL LLC (ENFIELD CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ENFIELD CT)
CT
03/04/2005 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (ENFIELD CT)
KS
09/21/2001 - 01/18/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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