Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bozzuto is a financial professional with over 11 years of experience in the industry. Christopher is a Registered Representative and Investment Advisor Representative, and holds a Series 6, Series 63, Series 65 and SIE license. Christopher's current firm is Mutual of Omaha Investor Services, Inc. Christopher also holds a Certified Financial Planner designation. Christopher specializes in working with high-net-worth individuals and families, as well as individuals and families that are not considered high-net-worth. Christopher offers a range of services, including financial planning, investment management, and retirement planning. Christopher provides investment advice for Mutual of Omaha Investor Services, Inc., who manages $15,498,267 in regulatory assets.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
1
2
CA
03/06/2020 - Present
Mutual OF Omaha Investor Services, Inc. (Sacramento CA)
IA
Issued 03/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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