Unclaimed
Christopher Carlesi is a financial professional who joined Burch & Company, Inc. in August 2022. Christopher has a Series 63, Series 79TO, and SIE license. Christopher has over 2 years of experience in the industry. Christopher is registered in 9 states. Christopher is a valuable asset to Burch & Company, Inc., and is committed to providing clients with the highest quality of financial advice.
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.
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.
1
2
MO
08/23/2022 - Present
Burch & Company, Inc. (KANSAS CITY MO)
BC
Issued 06/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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