Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gongola is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with IHT Wealth Management LLC and has been with the firm since 2019. Prior to joining IHT Wealth Management LLC, Christopher was a financial advisor with B. Riley Wealth Management. Christopher is a Series 7, Series 31 and Series 66 licensed advisor. Christopher's areas of expertise include financial planning, portfolio management, and retirement planning. Christopher is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Christopher specializes in providing investment advisory services for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and 401(k) and 403(b) plans.
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.
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.
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.
Financial planning fees
1
2
IL
05/24/2024 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
04/29/2011 - 04/08/2019
B. RILEY WEALTH MANAGEMENT (CHICAGO IL)
IL
06/01/2009 - 05/05/2011
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
02/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NJ
08/18/2003 - 02/03/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 08/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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