Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lococo is a registered representative with American Investors Co. Christopher has been in the industry for over 10 years, beginning in June 2013 with Morgan Stanley. Christopher holds a Series 66, Series 7 and SIE license. Christopher works out of the San Jose, CA office. Christopher also owns and operates First Street Wealth Advisors/John E. Lococo.
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.
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.
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CA
07/26/2016 - Present
American Investors Co. (San Jose CA)
CA
06/28/2013 - 08/12/2016
MORGAN STANLEY (SAN JOSE CA)
BOTH
Issued 07/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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