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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher D. Fuentes is an Investment Advisor Representative with Sanctuary Advisors, LLC. Christopher has over 20 years of experience in the financial services industry, having previously worked with Morgan Stanley and Merrill Lynch. Christopher holds FINRA Series 7 and 66 registrations. Christopher focuses on providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Christopher’s firm, Sanctuary Advisors, LLC, is headquartered in Indianapolis, Indiana and has branch offices located in Indianapolis and Miami, Florida.
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.
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2
IN
08/19/2022 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
FL
11/30/2012 - 04/06/2022
MORGAN STANLEY (Miami FL)
FL
02/08/2001 - 12/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 01/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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