Unclaimed
Christopher Bunsa is an active investment advisor representative and registered representative with Equitable Advisors, LLC. Christopher has been in the industry since June of 2016, and has a strong background in the financial services industry. Christopher has held positions at Fidelity Investments, Columbia Management Investment Distributors, Inc. and Preqin, Inc. Christopher earned his Series 7, Series 63, Series 65, and Series 66 securities licenses. Christopher is currently licensed in Florida, New Jersey and Pennsylvania.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/10/2024 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
MA
01/10/2018 - 12/03/2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
RI
07/26/2016 - 01/03/2018
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 03/04/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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