Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Piccoli is an Investment Advisor Representative at Mariner Wealth. Christopher has been in the industry for over 15 years and holds several licenses including Series 6, 7, 63, and 65. Christopher is also a Certified Financial Planner. Christopher has worked at several other firms including J.P. Morgan Securities LLC, J.P. Morgan Institutional Investments Inc., Fred Alger & Company, Incorporated, and MetLife Securities Inc. Christopher is an Advisory Board Member at CDT Capital Management.
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.
Family office services
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
NJ
04/10/2024 - Present
Mariner Wealth (Madison NJ)
NJ
04/06/2018 - 05/13/2019
J.P. MORGAN SECURITIES LLC (SUMMIT NJ)
NY
10/07/2014 - 03/16/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
06/02/2011 - 09/22/2014
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NJ
07/15/2008 - 06/14/2011
METLIFE SECURITIES INC. (ELMWOOD PARK NJ)
IA
Issued 10/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christopher Piccoli is the right advisor for you? Invested Better is here to help.
