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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Rafanan is a financial advisor with over 25 years of experience in the industry. Christopher currently works at Cuso Financial Services, LP and has been in this role since August 2020. Christopher has previously worked at CUNA BROKERAGE SERVICES, INC., PRIMEVEST FINANCIAL SERVICES, INC., COMPULIFE INVESTOR SERVICES, INC., UNITED BROKERAGE SERVICES, INC, UVEST INVESTMENT SERVICES, and FIRST UNION BROKERAGE SERVICES, INC.. Christopher has a strong background in financial planning, investment management, and insurance. Christopher holds the Series 6, 7, 24, 63, and 65 securities licenses. Christopher also holds the Chartered Financial Consultant designation. Christopher has a proven track record of success in helping clients 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.
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.
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2
CA
08/21/2020 - Present
Cuso Financial Services, LP (Citrus Heights CA)
IA
01/18/2002 - 08/28/2020
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
06/06/2001 - 01/03/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
08/16/2000 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NC
08/20/1999 - 08/08/2000
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
WV
10/01/1998 - 08/24/1999
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
NC
06/23/1997 - 10/01/1998
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NC
11/15/1994 - 06/23/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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