Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Tarquinio is a financial professional with over 28 years of experience in the industry. Christopher is currently registered with Global Retirement Partners LLC, an independent investment advisor firm based in San Rafael, California. Previously, Christopher was registered with RAYMOND JAMES FINANCIAL SERVICES, INC., COMMONWEALTH FINANCIAL NETWORK and THE ADVISORS GROUP, INC.. Christopher is licensed in the state of Pennsylvania for both Securities and Investment Advisory services. Christopher offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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2
PA
05/04/2022 - Present
Global Retirement Partners LLC (Moon Township PA)
PA
03/01/2017 - 05/09/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MOON TOWNSHIP PA)
PA
02/04/2002 - 03/01/2017
COMMONWEALTH FINANCIAL NETWORK (MOON TOWNSHIP PA)
MD
12/02/1996 - 02/05/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
02/08/1994 - 12/16/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/08/1994 - 12/16/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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