Unclaimed
Christopher Paglia is a financial advisor registered with Sanctuary Advisors, LLC. Christopher has been in the financial services industry since December 1992. He currently holds active registrations with the state of New Jersey and Texas. Christopher previously worked with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Dean Witter Reynolds Inc., G.X. Clarke & Co. and Lincoln Investment Planning, Inc. Christopher specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
IN
05/06/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
NJ
10/28/2010 - 05/11/2021
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
06/01/2009 - 11/05/2010
MORGAN STANLEY SMITH BARNEY (RED BANK NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
02/23/2007 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
NJ
09/05/2000 - 03/06/2007
CITIGROUP GLOBAL MARKETS INC. (RED BANK NJ)
NY
03/23/1994 - 09/05/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
09/29/1993 - 01/18/1994
G.X. CLARKE & CO. (JERSEY CITY NJ)
PA
09/26/1992 - 09/07/1993
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 05/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Paglia is the right advisor for you? Invested Better is here to help.