Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lee Santelli is an investment advisor representative at Eagle Strategies LLC. Christopher has been in the financial industry for over 20 years. Christopher's experience includes working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Christopher is registered with the state of New York as both a broker and investment advisor. Christopher's areas of expertise include financial planning, portfolio management, and insurance. Prior to working at Eagle Strategies LLC, Christopher worked at PRUCO Securities Corporation. Christopher also has experience in insurance brokering and is a certified pyrotechnician.
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.
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.
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NY
08/07/2021 - Present
Eagle Strategies LLC (PALMYRA NY)
NJ
06/03/1999 - 05/19/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 3/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/3/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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