Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Tomolonis is an investment advisor representative at Woodstock Wealth Management, Inc. Christopher has over 20 years of experience in the financial industry and is licensed to sell securities in New Jersey and Texas. Christopher holds the Series 7, 24, and 63 securities licenses as well as the Series 65 investment advisor representative license. Christopher provides financial planning, portfolio management and selection of other advisers. Christopher is registered with the state of New Jersey and Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
10/27/2022 - Present
Woodstock Wealth Management, Inc. (WOODSTOCK GA)
NJ
08/15/2014 - 11/09/2018
WOODSTOCK FINANCIAL GROUP, INC. (Jersey City NJ)
NJ
01/14/2014 - 08/18/2014
TFS SECURITIES, INC. (LINCROFT NJ)
NY
04/14/2003 - 02/06/2014
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
NY
08/06/2002 - 04/09/2003
PHD CAPITAL (NEW YORK NY)
IA
Issued 02/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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