Unclaimed
Christopher Abbruzzese is an Investment Advisor Representative at Robertson Stephens. Christopher has been in the industry since 1998, having previously worked at J.P.Morgan Securities Inc. Christopher is a licensed Series 7 and Series 63 Representative and has a proven track record in financial planning and portfolio management.
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.
A percentage of the total value of assets under management is charged.
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07/12/2024 - Present
Robertson Stephens (Lake Oswego OR)
CA
05/04/1998 - 02/11/2009
J.P.MORGAN SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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