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 Rotella is a financial advisor with Steward Partners Investment Advisory, LLC. Christopher has been in the financial industry since August 20, 1997. Christopher specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Christopher holds Series 63, SIE, and Series 7 licenses and the designation of Chartered Financial Consultant. Steward Partners Investment Advisory, LLC is an SEC registered investment advisor with approximately $20.4 billion of assets under management. The firm's main office is located in New York, NY.
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.
Financial consulting
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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NJ
11/15/2024 - Present
Steward Partners Investment Advisory, LLC (RIVERDALE NJ)
MN
08/21/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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