Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Nardone is a financial advisor with over 15 years of experience in the industry. Christopher is currently registered with Osaic Institutions, Inc. in South Windsor, Connecticut. Christopher has previously been affiliated with LPL Financial LLC, PNC Investments, Raymond James Financial Services, Inc., Primevest Financial Services, Inc., and Wachovia Securities, LLC. Christopher holds Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. Christopher provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Christopher is also a program manager for the investment program at ION Bank.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
09/29/2015 - Present
Osaic Institutions, Inc. (South Windsor CT)
CT
05/21/2010 - 09/30/2015
LPL FINANCIAL LLC (MANCHESTER CT)
PA
09/17/2008 - 05/17/2010
PNC INVESTMENTS (PHOENIXVILLE PA)
PA
06/04/2008 - 09/03/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
01/15/2008 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
06/18/2003 - 12/18/2007
WACHOVIA SECURITIES, LLC (COOPERSBURG PA)
IA
Issued 04/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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