Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Freddo is a financial advisor with Truist Advisory Services, Inc. in Warminster, PA. Christopher has been in the financial services industry since 2000. Christopher has Series 7, 63, 66 and SIE licenses. Christopher has experience with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., PNC INVESTMENTS, TRILLIUM TRADING LLC, HEARTLAND SECURITIES CORP., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
09/29/2020 - Present
Truist Advisory Services, Inc. (WARMINSTER PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
06/06/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DOYLESTOWN PA)
PA
08/17/2005 - 06/05/2008
PNC INVESTMENTS (NEWTOWN PA)
NY
05/30/2003 - 04/08/2005
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
01/24/2002 - 06/02/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
MN
08/28/2000 - 06/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/2000 - 06/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
Not sure Christopher Freddo is the right advisor for you? Invested Better is here to help.
