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Christopher Della universita

Castleoak Securities, LP

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About Christopher Della universita

Christopher Della universita is a securities professional with over nine years of experience in the financial services industry. Christopher is currently registered with Castleoak Securities, LP in New York, New York. Prior to joining Castleoak Securities, LP, Christopher was employed with National Financial Services LLC in Jersey City, New Jersey and BMO Capital Markets Corp. in New York, New York. Christopher holds Series 7 and Series 63 licenses and the SIE exam.

Firm Information

Christopher Della universita is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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Christopher Della universita’s Registration & Firm History

NY

01/13/2022 - Present

Castleoak Securities, LP (NEW YORK NY)

NJ

07/14/2016 - 01/12/2022

NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)

NY

11/11/2013 - 05/27/2016

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Della universita.
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