Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Levene is a registered Investment Advisor Representative with Moneco Advisors. Christopher is licensed in Connecticut and Texas and has been in the financial services industry since 2014. Christopher offers financial planning and portfolio management services to individuals, families, and businesses. Christopher also provides advisory services for charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Christopher has completed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE).
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Lpl financial sponsored advisory programs
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.
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CT
07/09/2024 - Present
Moneco Advisors (FAIRFIELD CT)
IA
Issued 07/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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