Unclaimed
Christopher Carrozza is a financial advisor with Equitable Advisors, LLC. Christopher has been in the financial services industry since 2006. Christopher is registered with the state of New Jersey as an Investment Advisor Representative. Christopher is also registered in several other states as both a Broker-Dealer and an Investment Advisor Representative. Christopher has a wide range of experience in the industry, and is well-versed in financial planning, portfolio management, and pension consulting.
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
02/07/2024 - Present
Equitable Advisors, LLC (MOORESTOWN NJ)
NJ
05/17/2011 - 02/15/2024
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NJ
11/17/2006 - 05/17/2011
METLIFE SECURITIES INC. (MARLTON NJ)
NJ
11/17/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
IA
Issued 10/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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