Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Licata is a financial advisor with LPL Financial LLC. Christopher has been in the industry since 1997 and has experience working with individuals, corporations, and high-net-worth clients. Christopher holds the Series 6, Series 63, and SIE licenses and is registered in 17 states. Christopher previously worked with VALMARK SECURITIES, INC., AXA ADVISORS, LLC, MONY SECURITIES CORPORATION and TRUSTED SECURITIES ADVISORS CORP.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
05/08/2019 - Present
LPL Financial LLC (FLORHAM PARK NJ)
NJ
09/01/2005 - 05/08/2019
VALMARK SECURITIES, INC. (FLORHAM PARK NJ)
NY
06/01/2005 - 09/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/09/1997 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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