Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pellegrino is a financial advisor registered with Summit Financial. Christopher has been in the financial industry since July 2022. Christopher offers financial planning and portfolio management services for individuals and businesses. Christopher is also a registered representative with LPL Financial LLC. Christopher holds the Series 65, Series 63, and Series 7TO licenses. Christopher is a Chartered Financial Analyst (CFA).
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.
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.
1
2
MD
08/17/2022 - Present
Summit Financial (HUNT VALLEY MD)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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