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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Furno is an investment advisor representative at Summit Wealth Management. Christopher has been in the financial industry for over six years and holds the Series 7, Series 66 and SIE licenses. Christopher is registered in Maryland as an investment advisor representative. Christopher provides financial planning, pension consulting, educational seminars, and portfolio management services. Christopher focuses on working with individuals and other investment advisors.
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.
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
MD
01/12/2022 - Present
Summit Wealth Management (OCEAN PINES MD)
MD
06/17/2021 - 07/20/2021
KOVACK SECURITIES INC. (Pasadena MD)
MD
07/11/2019 - 06/17/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Pasadena MD)
MD
09/07/2018 - 02/19/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Annapolis MD)
MD
03/12/2018 - 08/03/2018
MML INVESTORS SERVICES, LLC (ELKRIDGE MD)
MD
01/13/2017 - 04/10/2017
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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