Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher P Ferrara

Kestra Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher P Ferrara

Christopher Ferrara is a financial advisor with Kestra Advisory Services, LLC. Christopher has been in the financial services industry since 1999 and has experience working with a variety of clients, including individuals, businesses, and institutions. Christopher is registered with the state of New York as an Investment Advisor Representative. Christopher has a broad range of experience in providing financial planning, investment management, and retirement planning services.

Firm Information

Christopher Ferrara is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Ferrara’s Registration & Firm History

NY

06/07/2021 - Present

Kestra Advisory Services, LLC (KINGS PARK NY)

NY

02/26/2007 - 12/14/2015

ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)

NY

05/20/2005 - 07/02/2007

ADVANCED PLANNING SECURITIES, INC. (MELVILLE NY)

IA

12/20/2003 - 05/20/2005

NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)

MO

07/08/2002 - 12/18/2003

ARCHER ALEXANDER SECURITIES CORPORATION (KANSAS CITY MO)

NY

12/01/1999 - 07/12/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Christopher P Ferrara is right for you?

Licenses & Designations

IA

Issued 08/23/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Christopher P Ferrara. Review regulatory record here.
Not sure if Christopher P Ferrara is right for you?