Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Louis Licata

Stonex Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Louis Licata

Christopher Licata is a financial advisor with Stonex Advisors Inc. Christopher has been in the financial services industry since 1988 and has worked with firms such as IFS Securities, Sterne Agee Financial Services, Inc., Sterling Enterprises Group, Inc., Paine Webber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and J. B. Hanauer & Co. Christopher is registered in Alabama, Florida, Georgia, Indiana, Massachusetts, Mississippi, New York, South Carolina, Tennessee, Washington, and Wisconsin. Christopher also holds the following licenses: Series 7, Series 63, Series 62, Series 65, and SIE.

Firm Information

Christopher Licata is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting services

Financial consulting services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Licata’s Registration & Firm History

AL

09/27/2019 - Present

Stonex Advisors Inc. (BIRMINGHAM AL)

GA

01/23/2014 - 09/17/2019

IFS SECURITIES (ATLANTA GA)

FL

12/13/2012 - 12/21/2013

STERNE AGEE FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

06/16/2000 - 01/29/2013

STERLING ENTERPRISES GROUP, INC. (ST. PETERSBURG FL)

NJ

03/05/1997 - 06/30/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

03/13/1991 - 03/27/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

11/28/1988 - 03/22/1991

J. B. HANAUER & CO. (PARSIPPANY NJ)

NA

03/23/1988 - 11/19/1988

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

Not sure if Christopher Louis Licata is right for you?

Licenses & Designations

IA

Issued 09/17/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Louis Licata. Review regulatory record here.
Not sure if Christopher Louis Licata is right for you?