Unclaimed
Christopher Martarano is a financial professional with over 20 years of experience in the industry. He is currently registered with M Holdings Securities, Inc. and is licensed in Pennsylvania. Christopher has a broad range of experience, having previously worked with firms such as GWFS Equities, Inc., Prudential Investment Management Services LLC, PRUCO Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. His specializations include investments, insurance, financial planning, and retirement planning. Christopher is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/21/2022 - Present
M Holdings Securities, Inc. (Moosic PA)
CO
04/04/2022 - 04/05/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
PA
02/20/2019 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
NJ
11/19/2001 - 03/14/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
05/09/2001 - 05/23/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/09/2001 - 05/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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