Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Carrillo is a financial advisor with over 7 years of experience in the industry. Christopher is currently registered with Prosperity Wealth Management, Inc. and holds licenses in both Missouri and California. Previously, Christopher worked at Fortune Financial Services, Inc. and Signator Investors, Inc., specializing in investment advisory and brokerage services. Christopher's primary focus is on portfolio management for both individuals and businesses. He also provides financial planning services.
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.
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CA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (SAN RAMON CA)
MO
03/19/2018 - 12/31/2019
FORTUNE FINANCIAL SERVICES, INC. (Wildwood MO)
MO
11/21/2017 - 02/20/2018
SIGNATOR INVESTORS, INC. (ST LOUIS MO)
MO
12/15/2015 - 11/21/2017
NATIONAL PLANNING CORPORATION (WILDWOOD MO)
MO
02/22/2013 - 12/11/2015
MML INVESTORS SERVICES, LLC (CHESTERFIELD MO)
IA
Issued 02/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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