Unclaimed
Christopher Cherasaro is a financial advisor with Wells Fargo Advisors Financial Network, LLC, and has been in the industry since 2014. Christopher has a wide range of experience, having worked for PNC Investments and Wells Fargo Advisors, LLC. Christopher's expertise includes investment consulting, financial planning, and pension consulting. Christopher is registered with FINRA and holds Series 6, 7, 9, 10, 63, 65, 99TO, and SIE licenses. Christopher is licensed to provide investment advice in 41 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LINWOOD NJ)
NJ
07/27/2017 - 05/16/2024
WELLS FARGO CLEARING SERVICES, LLC (LINWOOD NJ)
NJ
12/09/2015 - 06/16/2017
PNC INVESTMENTS (CHERRY HILL NJ)
NJ
10/03/2014 - 11/10/2015
WELLS FARGO ADVISORS, LLC (MARLTON NJ)
IA
Issued 12/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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