Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Grieco is a financial advisor with over 25 years of experience in the industry. Christopher is registered with LPL Financial LLC and has been with the firm since December 2020. Prior to that, Christopher was with Sagepoint Financial, Inc. from 2016 to 2020 and Trustmont Financial Group, Inc. from 2001 to 2015. Christopher holds a Series 6, 7, 63 and 65 licenses. Christopher provides financial planning, portfolio management and consulting services to individuals, corporations, pension and profit sharing plans, charitable organizations, and investment clubs. Christopher's office is located in Pittsburgh, PA.
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.
Consulting and other non-discretionary advisory services
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
PA
12/14/2020 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
01/14/2016 - 12/18/2020
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
PA
06/22/2001 - 12/24/2015
TRUSTMONT FINANCIAL GROUP, INC. (MURRYSVILLE PA)
MD
07/23/1998 - 06/21/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
03/24/1997 - 07/23/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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