Unclaimed
Christopher Vetrano is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm with a strong commitment to providing personalized financial guidance. Christopher has been in the financial industry since December 2010 and has a wealth of experience in helping individuals and businesses achieve their financial goals. Christopher is a Registered Representative and Investment Advisor Representative who holds the Series 7, 24, 63, and 66 licenses, as well as the SIE exam certification. He is also a registered representative in 42 states. Prior to joining Raymond James, Christopher worked at Wells Fargo Advisors, LLC. Christopher is dedicated to providing clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
11/28/2016 - Present
Raymond James Financial Services Advisors, Inc. (San Francisco CA)
CA
12/03/2010 - 10/31/2016
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 08/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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