Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher James Wargas

First Shelbourne

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher James Wargas

Christopher Wargas is an investment advisor representative at First Shelbourne. He is licensed in New York and has been in the industry since June 2020. Christopher holds a Series 65 license and is a Registered Investment Advisor. Christopher has a strong understanding of investment strategies and is committed to providing personalized financial advice to his clients.

Firm Information

Christopher Wargas is currently registered with First Shelbourne. First Shelbourne is an investment advisor that primarily manages portfolios for individuals. They do not offer financial planning services, and they have $6,010,200 in regulatory assets under management.

$6.01M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Wargas’s Registration & Firm History

NY

04/13/2022 - Present

First Shelbourne (COMMACK NY)

Not sure if Christopher James Wargas is right for you?

Licenses & Designations

IA

Issued 03/25/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Wargas.
Not sure if Christopher James Wargas is right for you?