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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 Sassone is a financial advisor with Avantax Advisory Services. Christopher has been in the financial services industry for over 20 years, and has a diverse background in the field. Christopher has a strong understanding of investment strategies and financial planning, and is committed to helping his clients achieve their financial goals. Christopher is registered in New York and Texas as an Investment Advisor Representative. Christopher has experience working with a wide range of clients, including individuals, families, and businesses. Christopher is dedicated to providing his clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/25/2024 - Present
Avantax Advisory Services (DALLAS TX)
NY
07/13/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROCHESTER NY)
NY
08/01/2006 - 06/19/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
TX
12/01/2004 - 11/18/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
11/03/2003 - 11/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/03/2003 - 11/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
02/12/2002 - 11/03/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
01/04/2002 - 03/01/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
06/18/2001 - 11/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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