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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 Urso is a financial professional with over 30 years of experience in the industry. Christopher is currently registered with Cuso Financial Services, LP, as a Registered Representative. Christopher's experience includes working with a number of other firms in the financial services industry, including Sorrento Pacific Financial, LLC, J.P. Turner & Company, L.L.C., Countrywide Investment Services, Inc., IFMG Securities, Inc., Independent Financial Securities, Inc., John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Christopher is also a Registered Investment Advisor with the state of New Jersey and holds multiple industry licenses and certifications. Christopher specializes in providing financial planning services to individuals and businesses, including investment management, retirement planning, insurance and estate planning. Christopher is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/05/2012 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
NJ
05/27/2014 - 07/26/2016
SORRENTO PACIFIC FINANCIAL, LLC (Toms River NJ)
NJ
04/12/2007 - 07/03/2012
J.P. TURNER & COMPANY, L.L.C. (TOMS RIVER NJ)
FL
10/19/2005 - 01/30/2007
COUNTRYWIDE INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
NY
07/01/1996 - 10/13/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NA
05/05/1993 - 07/02/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
MA
02/18/1987 - 05/05/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/18/1987 - 05/05/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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