Unclaimed
Christopher Diodato is a financial advisor with over 9 years of experience in the financial services industry. Christopher has a strong background in investment management and financial planning, and is committed to helping clients achieve their financial goals. He is a Certified Financial Planner and a Chartered Financial Analyst, and has a proven track record of success in helping clients build and manage their wealth. Christopher is currently registered with TLG Advisors, Inc., and Wellth Financial Planning. He is also a principal at WELLth Financial Planning and is an active member of the financial community. Christopher is passionate about helping clients understand their financial options and make informed decisions about their investments.
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.
Placement of institutional funds
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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2
PA
01/04/2018 - Present
TLG Advisors, Inc. (PITTSBURGH PA)
PA
01/15/2018 - 10/18/2022
THE LEADERS GROUP, INC. (Pittsburgh PA)
FL
11/06/2015 - 04/20/2016
J.P. MORGAN SECURITIES LLC (Palm Beach Gardens FL)
FL
03/06/2015 - 10/13/2015
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
PA
02/20/2014 - 01/16/2015
MORGAN STANLEY (CAMP HILL PA)
BOTH
Issued 03/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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