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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Coloracci is an investment advisor with over 25 years of experience in the financial services industry. Christopher is registered to provide investment advice in Maryland, North Carolina, and Pennsylvania. Christopher currently works at Alden Capital and Alden Investment Group, both located in Wayne, Pennsylvania. Prior to that, Christopher worked for Oppenheimer & Co. Inc., Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Salomon Smith Barney Inc. Christopher has passed several securities licensing exams, including the Series 3, 7, 10, 31, 63, and 65 exams. Christopher is also a Registered Representative. Christopher specializes in working with high-net-worth individuals, other investment advisors, individuals, and pooled investment vehicles.
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.
Retirement plan advisory services
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.
1
2
PA
12/06/2019 - Present
Alden Capital (WAYNE PA)
PA
10/19/2010 - 12/06/2019
OPPENHEIMER & CO. INC. (JENKINTOWN PA)
PA
07/01/2003 - 08/31/2010
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
NY
02/16/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/01/1996 - 02/22/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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