Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Satalino is a financial advisor with Credit Union Investment Services, a firm that provides investment advisory services to individuals, and other clients. Christopher is a registered representative in North Carolina and holds Series 63, 65, and 7TO licenses. Christopher has over 2 years of experience in the financial services industry and has worked at several firms, including Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, Policygenius, TSI Healthcare, and Phreesia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/03/2024 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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