Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Caporaletti is an Investment Advisor Representative associated with Bright Wealth Management, LLC, registered in Texas. Christopher has over 10 years of experience in the financial services industry, previously working for Equitable Advisors, LLC. Christopher holds Series 63, 65, 7TO and SIE securities licenses. Christopher’s expertise includes providing financial planning and investment advice to individuals, businesses and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third-party advisers
1
2
TX
03/03/2022 - Present
Bright Wealth Management, LLC (LEWISVILLE TX)
TX
09/24/2020 - 01/11/2022
EQUITABLE ADVISORS, LLC (DALLAS TX)
BC
Issued 09/30/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Christopher Caporaletti is the right advisor for you? Invested Better is here to help.
