Unclaimed
Christopher Polimeni is a financial professional with over 30 years of experience in the securities industry. Christopher currently works at Western International Securities, Inc. in Irvine, California. Christopher has been a registered representative with Western International Securities, Inc. since August 2017. Christopher has held various positions with other firms including Financial West Group in Westlake Village, California. Christopher has experience in both investment advisory and brokerage services and holds several industry licenses and certifications.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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
CA
08/06/2018 - Present
Western International Securities, Inc. (Irvine CA)
CA
06/03/2002 - 08/21/2017
FINANCIAL WEST GROUP (IRVINE CA)
CA
02/11/2002 - 06/13/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/10/1999 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
NJ
04/18/1997 - 04/29/1999
FINANCIAL CONSULTANT GROUP, LLC (CHATHAM NJ)
OR
08/08/1990 - 04/01/1997
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NA
03/25/1987 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 06/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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