Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Petrich is a financial advisor with Truist Advisory Services, Inc. Christopher has been working in the financial services industry since 1989. Christopher holds Series 6, 7, 63, 65, and 66 licenses and has earned the SIE designation. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee product and financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
MD
12/05/2024 - Present
Truist Advisory Services, Inc. (ELDERSBURG MD)
MD
03/19/2013 - 04/27/2017
PNC INVESTMENTS (TIMONIUM MD)
MD
07/22/2011 - 03/18/2013
WELLS FARGO ADVISORS, LLC (TIMONIUM MD)
NY
05/08/2006 - 04/13/2011
CHASE INVESTMENT SERVICES CORP. (MANHASSET NY)
NY
07/24/2002 - 05/11/2006
ALLSTATE FINANCIAL SERVICES, LLC (MASSAPEQUA NY)
NY
05/10/2001 - 06/11/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/16/1990 - 03/01/2000
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NA
07/25/1987 - 01/18/1990
FUNDAMENTAL BROKERS INC.
BOTH
Issued 12/31/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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