Unclaimed
Christopher Tamagno is a financial advisor with Great Valley Advisor Group, Inc., specializing in retirement planning, investment advice, and financial consulting. Christopher has been in the industry since 2004 and has a strong track record of success in helping clients achieve their financial goals. Christopher is a dedicated and experienced advisor who is committed to providing his clients with the highest level of personalized service.
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.
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.
Consulting services
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.
1
2
PA
06/23/2015 - Present
Great Valley Advisor Group, Inc. (NEWTOWN PA)
PA
12/22/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (NEWTON PA)
PA
03/06/2006 - 12/31/2008
FSC SECURITIES CORPORATION (NEWTOWN PA)
CT
07/10/2004 - 03/01/2006
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 06/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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