Unclaimed
Christopher Porpiglia is a financial advisor with Wealth Enhancement Advisory Services, LLC, a firm based in Plymouth, Minnesota. Christopher has been in the financial industry since March 9, 2010. He has a Series 6, Series 63 and SIE license and holds the Certified Financial Planner designation. Christopher specializes in working with high-net-worth individuals, corporations and pension and profit sharing plans. Christopher has experience providing a wide range of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NY
05/20/2022 - Present
Wealth Enhancement Advisory Services, LLC (PITTSFORD NY)
NY
03/09/2010 - 06/02/2022
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
BC
Issued 03/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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