Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Joseph Cerbo

Loomis Sayles Distributors, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Joseph Cerbo

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.

Firm Information

Christopher Cerbo is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Cerbo’s Registration & Firm History

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

Not sure if Christopher Joseph Cerbo is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Joseph Cerbo.
Not sure if Christopher Joseph Cerbo is right for you?