Unclaimed
Christopher Tenaglia is a financial advisor associated with Truist Advisory Services, Inc. and has been in the industry since May 2000. Christopher holds multiple licenses including the Series 7, 63, and 65 securities licenses. Christopher has a background in providing advisory services to high-net-worth individuals, corporations, and other businesses. Christopher Tenaglia has a history of working at various firms including Raymond James & Associates, Inc., and Edward Jones. Currently, Christopher works at the Sarasota, FL branch of Truist Advisory Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
08/10/2017 - Present
Truist Advisory Services, Inc. (SARASOTA FL)
FL
11/05/2004 - 01/11/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MO
05/02/2000 - 11/09/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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