Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Chiarella is a financial advisor registered with Simplicity Wealth. Christopher has been in the financial services industry since 1986 and holds the Series 6, 7, and 63 licenses. Christopher also holds the Certified Financial Planner designation. Christopher provides a variety of services including financial planning, investment management, and educational seminars. Christopher is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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.
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.
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NJ
02/13/2025 - Present
Simplicity Wealth (SUMMIT NJ)
CA
03/18/1996 - 01/25/2001
AURUM SECURITIES CORP. (SAN JOSE CA)
MA
01/09/1990 - 03/18/1996
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
05/03/1989 - 01/29/1990
G. R. PHELPS & CO., INC.
NY
11/14/1986 - 04/04/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/14/1986 - 04/04/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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