Unclaimed
Christopher Fusco is a financial advisor with LPL Financial LLC. Christopher is a registered representative with FINRA and is also licensed as an investment advisor representative. He is located in the Sarasota, Florida office. Christopher has been a financial advisor for over 27 years and his registrations indicate that he is licensed to sell securities in 14 states. Christopher is also a Certified Public Accountant. He is a member of several professional organizations, including the AICPA and the Florida Institute of Certified Public Accountants. He has been featured in several local and national publications.
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
FL
01/06/2023 - Present
LPL Financial LLC (SARASOTA FL)
RI
06/24/2003 - 07/14/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
MN
08/26/2002 - 06/09/2003
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
NJ
01/09/1998 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
DE
04/30/1996 - 12/10/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 06/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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