Unclaimed
Christopher Bonitatibus is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Christopher has been working in the financial services industry since 2009. Christopher is registered with the state of New York as both a broker-dealer and an investment advisor. Christopher holds Series 6, 7, 63, and 65 licenses. Christopher provides financial planning and portfolio management services to individuals and businesses. Christopher is a board member of the Wildwood Foundation, which advocates for people with developmental disabilities.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
08/18/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (LATHAM NY)
NY
08/24/2020 - 07/06/2021
FIDELITY BROKERAGE SERVICES LLC (ALBANY NY)
NY
08/20/2015 - 08/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LATHAM NY)
NY
11/12/2009 - 07/30/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
IA
Issued 09/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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