Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pascuzzi is a financial advisor at Prospera Financial Services, Inc.. Christopher has been in the financial industry since 2007. Christopher is registered with the Securities and Exchange Commission (SEC) and FINRA. Christopher has a Series 7, Series 66, SIE and Series 99TO. Christopher has passed the Uniform Combined State Law Examination. Christopher is registered in 38 states. Christopher provides financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. Christopher specializes in Retirement Planning, College Savings, Estate Planning, Asset Allocation, Insurance, and Tax Planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
04/16/2008 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
01/04/2007 - 04/22/2008
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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