Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Moreno is an investment advisor representative at Bankers Life Advisory Services, Inc., located in Chicago, Illinois. Christopher is also registered with the state of Illinois as an Investment Advisor Representative. Christopher Moreno has 20 years of experience in the financial industry. Christopher has worked for several firms including CADARET, GRANT & CO., INC., CUSO FINANCIAL SERVICES, L.P. and SORRENTO PACIFIC FINANCIAL, LLC. Christopher is a Series 7, 24, 51, 52TO, 53, 66, and 99TO licensed professional.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
06/02/2023 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
NY
02/05/2020 - 05/19/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
02/05/2020 - 05/19/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
02/05/2020 - 05/19/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
TX
03/11/2010 - 05/19/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
01/02/2009 - 02/24/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
09/23/2003 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
BOTH
Issued 06/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/29/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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