Unclaimed
Christopher Dursi is a financial advisor with over 35 years of experience in the industry. Christopher is currently registered with LPL Financial LLC, and has also held registrations with other firms such as People’s Securities, Inc., Capital One Investment Services LLC, and IFMG Securities, Inc.. Christopher has worked with various client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Christopher provides a range of financial services, including financial planning, portfolio management, and consulting services. Christopher specializes in providing personalized financial advice to individuals and families, and is committed to helping clients 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.
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
CT
09/23/2022 - Present
LPL Financial LLC (BROOKFIELD CT)
CT
12/23/2013 - 08/17/2022
PEOPLE'S SECURITIES, INC. (BROOKFIELD CT)
NY
10/11/2012 - 01/03/2014
LPL FINANCIAL LLC (CONGERS NY)
NY
12/10/2002 - 09/21/2012
CAPITAL ONE INVESTMENT SERVICES LLC (MOUNT VERNON NY)
NY
02/07/2002 - 12/20/2002
IFMG SECURITIES, INC. (PURCHASE NY)
NY
06/19/2000 - 01/14/2002
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/26/1995 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
CA
08/24/1993 - 09/27/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
06/23/1987 - 08/10/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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