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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Surrichio is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with Lincoln Investment and Capital Analysts. Christopher has a strong track record of providing financial advice to individuals, families, and businesses. Christopher holds the Series 6, 7, 24, 6TO, SIE, and 87 securities licenses. Christopher has a bachelor's degree in finance and is a Chartered Financial Analyst (CFA). Christopher has a wide range of experience in financial planning, investment management, and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/01/2012 - Present
Lincoln Investment (Fort Washington PA)
PA
08/07/2003 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WEST CONSHOHOCKEN PA)
PA
12/14/1994 - 03/21/1995
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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