Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lakatosh is an investment advisor representative who is registered with Cornerstone Advisors Asset Management, LLC, a firm that specializes in providing financial planning, pension consulting, and portfolio management services. Christopher has been in the investment industry since June 13, 2003 and is currently registered with the state of Pennsylvania. Christopher has previously worked with Cornerstone Institutional Investors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher holds the Series 66, SIE and Series 7 licenses.
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.
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.
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2
PA
02/09/2006 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
04/02/2004 - 02/22/2011
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
MN
06/12/2002 - 04/01/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/2002 - 04/01/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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