Unclaimed
Christopher Gelfuso is an Investment Advisor Representative at Virtue Capital Management, LLC. Christopher has been in the financial services industry since 2016 and is currently licensed to operate as an Investment Advisor Representative in California. Christopher provides financial planning, educational seminars, and portfolio management services to individuals and corporations. Christopher is also the Chief Executive Officer of Uplevel Business Services and a Managing Member of Aces Trailer Rental, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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TN
10/16/2024 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
IA
Issued 03/09/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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