Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Nardi is a financial advisor with Cary Street Partners. Christopher has over 12 years of experience in the financial services industry. Christopher is a registered representative and investment advisor representative in several states. Christopher holds the Series 66, Series 7 and SIE licenses. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Christopher is also a board member of The Children's Dream Fund and Leadership Tampa Bay.
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.
Revenue sharing with certain third parties
1
2
FL
07/10/2024 - Present
Cary Street Partners (Tampa FL)
FL
02/17/2021 - 04/22/2024
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
06/15/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 07/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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