Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cuneo is a financial advisor with over 6 years of experience in the industry. Christopher is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and is licensed to provide investment advice in Texas. Prior to joining Tiaa-Cref, Christopher was employed by USAA Investment Services Company, USAA Financial Advisors, Inc., Ameriprise Financial Services, Inc., Wells Fargo Clearing Services, LLC, and Waddell & Reed. Christopher has a strong background in providing financial planning and portfolio management services to both individuals and businesses. Christopher holds the Series 66, Series 7, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
07/27/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Dallas TX)
TX
06/08/2020 - 10/07/2020
USAA INVESTMENT SERVICES COMPANY (ADDISON TX)
TX
05/06/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
10/17/2018 - 01/04/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
07/06/2017 - 08/13/2018
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
09/22/2015 - 07/07/2017
WADDELL & REED (SOUTHLAKE TX)
BOTH
Issued 01/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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