Unclaimed
Christopher Tuttle is a financial advisor with over 25 years of experience in the financial industry. Christopher is currently registered with Tuttle Financial Services, Ltd. in New York. Christopher is a Certified Financial Planner and holds a Series 63, 65, 7, 24, and SIE license. In addition to working with Tuttle Financial Services, Ltd., Christopher is also a part-time instructor for Dalton Education, LLC. Previously Christopher has worked with Purshe Kaplan Sterling Investments, Signator Investors, Inc., Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, Paribas Corporation, Sumitomo Bank Securities, Inc., Chase Securities, Inc., Chase Manhattan Capital Finance Corporation, and BT Securities Corporation.
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.
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.
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2
NY
07/16/2021 - Present
Tuttle Financial Services, Ltd. (NEW YORK NY)
NY
08/10/2006 - 07/13/2020
PURSHE KAPLAN STERLING INVESTMENTS (NEW YORK NY)
NY
01/24/2003 - 08/11/2006
SIGNATOR INVESTORS, INC. (NEW YORK NY)
WI
11/06/1996 - 01/29/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/06/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
11/01/1994 - 11/22/1995
PARIBAS CORPORATION (NEW YORK NY)
NY
03/17/1992 - 09/27/1994
SUMITOMO BANK SECURITIES, INC. (NEW YORK NY)
MD
07/26/1990 - 12/03/1991
CHASE SECURITIES, INC. (NEW YORK MD)
NY
06/16/1989 - 02/12/1990
CHASE MANHATTAN CAPITAL FINANCE CORPORATION (NEW YORK NY)
NA
05/01/1987 - 09/01/1987
BT SECURITIES CORPORATION
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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