Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cortina is a financial advisor at Private Client Services, LLC. Christopher has been working in the financial services industry since 2006. Christopher holds the Series 66, Series 7 and SIE licenses. Christopher has experience working with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high-net-worth.
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.
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.
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NY
08/19/2022 - Present
Private Client Services, LLC (Pittsford NY)
NY
08/17/2018 - 08/19/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Pittsford NY)
NY
01/13/2015 - 08/22/2018
AXA ADVISORS, LLC (PENFIELD NY)
NY
11/18/2011 - 12/18/2014
LPL FINANCIAL LLC (ROCHESTER NY)
NY
11/21/2011 - 12/08/2014
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
NY
12/10/2009 - 11/16/2011
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
NY
08/03/2006 - 10/12/2009
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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