Unclaimed
Christopher Fagiolo is a financial advisor registered with Cape Investment Advisory, Inc. Christopher has been in the industry since December 2005. Christopher offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. Christopher is also a Registered Representative with Cape Securities Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/04/2024 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
MD
04/05/2010 - 01/02/2023
CAPE SECURITIES INC. (Hanover MD)
TN
01/12/2010 - 04/01/2010
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MD
05/02/2008 - 11/10/2009
MEDALLION INVESTMENT SERVICES, INC. (FORT MEADE MD)
MD
10/09/2007 - 03/14/2008
LPL FINANCIAL CORPORATION (CLARKSVILLE MD)
MD
02/08/2006 - 10/09/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CLARKSVILLE MD)
IL
08/15/2005 - 01/27/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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