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 Manzi is a financial advisor with over 15 years of experience in the financial services industry. Christopher Manzi is currently registered with LPL Financial LLC and has been working there since August 2020. Prior to that, Christopher Manzi was with Securian Financial Services, Inc., Ameriprise Financial Services, Inc., and MML Investors Services, LLC. Christopher Michael Manzi is also a licensed real estate agent and has been involved in other business ventures. Christopher Manzi holds a Series 66 license and has been active in the financial services industry since January 2007.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/19/2020 - Present
LPL Financial LLC (SAN MATEO CA)
CA
06/13/2016 - 09/08/2020
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
12/26/2014 - 06/02/2016
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
01/10/2008 - 01/02/2015
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
01/03/2007 - 01/16/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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