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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Sosa is a financial advisor at Mariner Wealth Advisors. Christopher has over 10 years of experience in the financial services industry and holds the Series 63, Series 65, and Series 7 licenses. He is a Certified Financial Planner (CFP) and specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Christopher also provides other advisory services such as family office services, educational seminars, selection of other advisors, and publication of periodicals. Christopher has worked for various firms including VALIC Financial Advisors, Inc., EF LEGACY SECURITIES, LLC, and Edelman Financial Services, LLC. Christopher is registered with the state of Connecticut and New York.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
NY
07/09/2021 - Present
Mariner Wealth (White Plains NY)
NY
08/08/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEW YORK NY)
NY
12/12/2013 - 08/11/2016
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
06/28/2006 - 10/28/2010
FAMILY MANAGEMENT SECURITIES, LLC (NEW YORK NY)
IA
Issued 08/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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