Unclaimed
Christopher Joseph Tafaro is an investment advisor representative at Alliancebernstein LP. Christopher has been in the financial services industry for over nine years and has held various roles at Fidelity Investments and Fidelity Brokerage Services LLC. Christopher is registered with the state of Virginia and District of Columbia as an Investment Advisor Representative and Broker Dealer Representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
03/30/2022 - Present
Alliancebernstein LP (WASHINGTON DC)
DC
01/30/2015 - 03/17/2022
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
TX
08/11/2014 - 01/08/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
03/18/2014 - 07/28/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 05/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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