Unclaimed
Christopher Dinatale is a financial advisor in Orlando, Florida. Christopher has been working in the financial services industry since 2001. Christopher is a registered representative of Cambridge Investment Research Advisors, Inc. and a registered investment advisor with the state of Florida. Christopher has a Series 7, Series 6, Series 63, and Series 65 license. Christopher specializes in providing financial advice to individuals and families, as well as small businesses. He has a passion for helping clients achieve their financial goals, and he believes in providing personalized, comprehensive 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
07/20/2016 - Present
Cambridge Investment Research Advisors, Inc. (Orlando FL)
FL
04/27/2011 - 01/10/2014
METLIFE SECURITIES INC. (ORLANDO FL)
NY
08/05/2004 - 04/28/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
10/29/2001 - 04/21/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/29/2001 - 04/21/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/16/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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