Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ruffino is a financial advisor with over 18 years of experience in the financial services industry. Christopher is registered with Raymond James Financial Services Advisors, Inc. and Copper Beech Financial Group, LLC. and provides financial advice to individuals, businesses, and institutions. Christopher holds the Series 7, Series 66, and SIE licenses. Christopher is also a Certified Financial Planner. Christopher's clients appreciate his expertise in financial planning, portfolio management, and retirement planning. Christopher is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
08/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (LANCASTER PA)
NJ
02/28/2023 - 07/12/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Moorestown NJ)
PA
10/07/2022 - 03/10/2023
EDWARD JONES (Exton PA)
PA
03/09/2022 - 07/01/2022
VIGILANT DISTRIBUTORS, LLC (CHADDS FORD PA)
PA
04/27/2021 - 01/28/2022
PRUCO SECURITIES, LLC. (Exton PA)
CA
04/13/2015 - 10/07/2020
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
PA
01/11/2006 - 04/01/2015
PERSHING LLC (KING OF PRUSSIA PA)
NY
05/07/2004 - 07/27/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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