Unclaimed
Christopher Cerbo is a financial advisor with over 30 years of experience in the financial services industry. Christopher has been registered with Loomis Sayles Distributors, LP since 2007 and has a Series 6 and Series 63 license. He is a highly experienced advisor who is committed to helping clients achieve their financial goals. Prior to joining Loomis Sayles, Christopher was employed by UPROMISE INVESTMENTS, INC., Evergreen Investment Services, INC. and First Investors Corporation.
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.
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.
1
2
MA
10/25/2007 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
MA
02/10/2006 - 06/07/2006
UPROMISE INVESTMENTS, INC. (NEWTON MA)
MA
11/28/1990 - 11/21/2005
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
NA
01/28/1987 - 05/29/1987
FIRST INVESTORS CORPORATION
BC
Issued 12/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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