Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wollo is a registered investment advisor representative with United Planners' Financial Services Of America A Limited Partner. Christopher has been in the financial services industry since 2005. Christopher has a background in accounting and is a CPA. Christopher is a member of Medina Holdings LLC, a real estate company. Christopher also serves as the president of Strategic Tax & Business Consultants LLC, a tax preparation, accounting, and bookkeeping firm.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
10/16/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
Active
Inactive
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