Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cvitan is a financial advisor registered with Beacon Trust in Morristown, NJ. Christopher has been in the industry for over 10 years and has a wide range of experience in the financial services industry. Christopher holds several professional designations, including Certified Financial Planner. Previously, Christopher has been employed by Morgan Stanley, Mass Mutual Life Insurance Company, MML Investors Services, TFS Securities, Inc. and Garden State Securities, Inc.. Christopher has earned Series 63, Series 66 and Series 7 licenses. Beacon Trust offers a wide range of investment advisory services to individuals and institutions, including financial planning, investment management and consulting services. Christopher is also a member of the Financial Planning Association.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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NJ
05/26/2023 - Present
Beacon Trust (MORRISTOWN NJ)
NJ
12/04/2020 - 12/19/2022
TFS SECURITIES, INC. (CEDAR KNOLLS NJ)
NJ
03/06/2020 - 12/03/2020
MML INVESTORS SERVICES, LLC (PARAMUS NJ)
NJ
03/28/2014 - 03/07/2016
MORGAN STANLEY (PARAMUS NJ)
NJ
05/30/2012 - 03/31/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
08/26/2011 - 06/04/2012
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
BC
Issued 05/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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