Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Robin Cicalese is an active investment advisor representative with Avantax Advisory Services in Cherry Hill, NJ. Christopher has been in the industry since 2015 and holds a Series 7, Series 66, and SIE license. In addition to his role at Avantax Advisory Services, Christopher is also a member of the New Jersey Legalized Games of Chance Control Commission, a shareholder in Alloy Silverstein, and the owner of multiple other businesses. Christopher's client base includes individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. He provides financial planning, portfolio management, and pension consulting services to clients. Christopher is also active in the community and has been involved in numerous charitable organizations.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (CHERRY HILL NJ)
NJ
06/29/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CHERRY HILL NJ)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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