Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bonfiglio is a wealth management advisor at Avantax Advisory Services. Christopher has been working in the financial services industry for over 10 years and has a strong track record of providing personalized financial advice to individuals and families. Christopher has a Series 7, Series 63, and Series 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
03/09/2021 - Present
Avantax Advisory Services (Holmdel NJ)
MN
05/17/2013 - 06/03/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/11/2012 - 06/03/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/11/2012 - 06/03/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
07/13/2011 - 06/03/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
09/24/2010 - 07/18/2011
H.D. VEST INVESTMENT SERVICES (HOLMDEL NJ)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Bonfiglio is the right advisor for you? Invested Better is here to help.
