Unclaimed
Christopher Carrieri is a financial advisor with LPL Enterprise, LLC. Christopher is based in Melville, New York. Christopher has been in the industry since 2007 and has experience in both investment advisory and brokerage services. Christopher has a strong background in financial planning and portfolio management. Christopher is committed to providing clients with personalized financial advice and guidance. Christopher is registered to offer securities and investment advisory services in California, Connecticut, Delaware, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Christopher's clients include high-net-worth individuals, corporations, and trusts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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
NY
11/14/2024 - Present
LPL Enterprise, LLC (MELVILLE NY)
IA
Issued 01/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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