Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Palermo is a financial advisor at Beacon Pointe Advisors, LLC, a firm that provides comprehensive financial advisory services to individuals, families, and institutions. Christopher has over 18 years of experience in the financial services industry. He holds a Series 7, 63, and 66 licenses. Christopher is a Certified Financial Planner and a Chartered Financial Analyst. He specializes in providing financial planning, investment management, and retirement planning services.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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AZ
01/13/2015 - Present
Beacon Pointe Advisors, LLC (SCOTTSDALE AZ)
AZ
10/06/2000 - 05/12/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 05/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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