Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dangelo is a financial professional with over 30 years of experience in the industry. Christopher is currently registered with Charles Schwab & CO., Inc. and has been with the firm since 2003. Christopher has been active in both the broker-dealer and investment advisory fields, Christopher is also licensed in multiple states and offers a range of services including financial planning and investment management. Christopher has a strong track record of providing comprehensive financial advice and helping clients achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
02/18/2003 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NY
12/03/2001 - 01/27/2003
QUICK & REILLY, INC. (NEW YORK NY)
FL
04/11/2001 - 11/26/2001
PARK FINANCIAL GROUP, INC. (MAITLAND FL)
MA
05/10/1999 - 04/30/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/22/1996 - 07/29/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/19/1996 - 06/25/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
08/01/1994 - 03/13/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
12/10/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
10/30/1992 - 12/10/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
05/13/1991 - 11/03/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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