Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Truesdell is a financial advisor working at Delta Capital Management, LLC, located in Maitland, FL. Christopher has over 15 years of experience in the financial services industry. Christopher holds Series 6, 7, 63, and 65 licenses. Christopher specializes in portfolio management for pension and profit-sharing plans. Christopher has previously worked at Paychex Securities Corporation and ING Financial Partners, 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.
Guidance on pension options to ensure a secure financial future.
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.
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2
FL
04/11/2016 - Present
Delta Capital Management, LLC (MAITLAND FL)
FL
10/08/2012 - 10/13/2015
PAYCHEX SECURITIES CORPORATION (LAKE MARY FL)
FL
12/11/2006 - 01/09/2007
ING FINANCIAL PARTNERS, INC. (LAKE MARY FL)
RI
05/15/2000 - 06/05/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 10/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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