Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Casini has been a financial advisor for over twenty years. He has a strong background in the financial services industry, having worked at various firms, including CIBC World Markets Corp, Oppenheimer & Co. Inc., and 1st Global Capital Corp. Christopher is currently registered with Avantax Advisory Services. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. He is also a licensed solicitor and is able to refer clients to third-party investment managers.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (CRANFORD NJ)
NJ
12/02/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CRANFORD NJ)
NY
01/03/2003 - 12/07/2015
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
01/12/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 01/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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