Unclaimed
Christopher Milinazzo is a financial advisor with Commonwealth Financial Network, based in Denver, CO. Christopher has been in the financial services industry since 2012 and has a broad range of experience in financial planning, portfolio management, and investment products. Christopher holds a variety of licenses and designations, including the Series 6, 7, 63, and 65 licenses, as well as the Certified Financial Planner (CFP®) designation. Christopher is also active in the community and is committed to providing his clients with the highest level of 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
11/20/2019 - Present
Commonwealth Financial Network (Denver CO)
CO
05/18/2015 - 11/20/2019
AVANTAX INVESTMENT SERVICES, INC. (DENVER CO)
TX
11/29/2012 - 12/31/2013
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Milinazzo is the right advisor for you? Invested Better is here to help.