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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 Mellone is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial services industry since 2012. Christopher holds a Series 7, Series 63, Series 65, and Series 87 license and is also a Certified Financial Planner™ and a Chartered Financial Analyst. Christopher has experience working with high-net-worth individuals, corporations, and other businesses. Christopher can provide a variety of financial services, including financial planning, portfolio management, and pension consulting. Christopher is also a member of the Financial Planning Association, National Capital Area.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
CA
05/06/2015 - 09/15/2015
FBR CAPITAL MARKETS & CO. (LOS ANGELES CA)
NC
02/06/2013 - 05/15/2015
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NY
08/08/2012 - 01/16/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
IA
Issued 3/8/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 8/7/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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