Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Ferretti has been in the financial services industry since 1998. Christopher is currently registered as an Investment Advisor Representative with Integrated Wealth Concepts LLC. Christopher has prior experience at Lincoln Financial Advisors Corporation, Ameriprise Financial Services, Inc., IDS Life Insurance Company and First Investors Corporation. Christopher has a variety of licenses and certifications, including Series 7, Series 6, Series 63, and Series 65. Christopher works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Christopher's primary business activities include providing financial planning, pension consulting, and portfolio management 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.
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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2
VA
10/28/2016 - Present
Integrated Wealth Concepts LLC (CHESAPEAKE VA)
VA
05/20/2011 - 10/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CHESAPEAKE VA)
VA
01/05/1999 - 05/25/2011
AMERIPRISE FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
MN
01/05/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
09/02/1998 - 11/13/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 01/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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