Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Buccheri is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Christopher has been in the financial services industry since March 1, 1990. Christopher holds the Series 6, 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. Christopher is a Certified Financial Planner and has a history of working with individuals, corporations, and other institutions. Christopher currently works out of the Naples, Florida branch of Stifel, Nicolaus & Company, Inc.
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.
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.
1
2
FL
10/31/2018 - Present
Stifel, Nicolaus & Company, Inc. (NAPLES FL)
FL
05/08/2009 - 11/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)
MD
06/13/2000 - 05/11/2009
WACHOVIA SECURITIES, LLC (BEL AIR MD)
MO
04/13/1993 - 06/21/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/04/1991 - 04/23/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/18/1989 - 03/22/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/18/1989 - 03/22/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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