Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Calandra is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc. and has previously worked with several other firms including SAGEPOINT FINANCIAL, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., INVESTORS CAPITAL CORP., NATHAN & LEWIS SECURITIES, INC., POLARIS FINANCIAL SERVICES, INC., and FIRST INVESTORS CORPORATION. Christopher provides 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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (SUMMERFIELD FL)
FL
11/02/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SUMMERFIELD FL)
MA
10/20/2004 - 11/18/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/23/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
10/01/2001 - 08/03/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
07/21/1998 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NH
10/31/1995 - 07/21/1998
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NJ
07/09/1992 - 11/01/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 7/8/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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