Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cavallaro is a financial advisor with over 30 years of experience in the industry. Christopher has a wide range of experience in financial planning, retirement planning, and investment management. Christopher is currently a registered representative with Integrated Wealth Concepts LLC, a registered investment advisor firm. Christopher has a strong commitment to providing personalized financial advice to his clients.
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.
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
FL
05/04/2018 - Present
Integrated Wealth Concepts LLC (Lighthouse Point FL)
MA
11/26/2003 - 10/19/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
11/26/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WALTHAM MA)
MA
02/25/1991 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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