Unclaimed
Christopher Cerulla is a financial advisor registered with Voya Financial Advisors, Inc. Christopher has been in the industry since 1997 and has a broad range of experience in providing financial advice. Christopher holds the Series 6, 7, 24, 63, and 65 licenses. Christopher has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Christopher specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/08/2022 - Present
Voya Financial Advisors, Inc. (Haslet TX)
PA
03/12/2009 - 12/31/2020
SLD AMERICA EQUITIES, INC. (WEST CHESTER PA)
PA
07/10/2009 - 06/18/2018
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
03/12/2009 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
IA
Issued 05/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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