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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pascale is a financial advisor registered with Commonwealth Financial Network and has been in the financial industry since 1997. Christopher Pascale is a Managing Member and 50% Owner of LOBO & PASCALE WEALTH MANAGEMENT, LLC. Christopher Pascale specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Christopher Pascale is licensed to offer securities in 23 states and has over 20 years of experience in the financial services industry. Christopher Pascale is a Certified Financial Planner and holds Series 6, 7, 24, 52, 63, 65, and SIE 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
11/30/2001 - Present
Commonwealth Financial Network (WALLINGFORD CT)
IN
07/08/2000 - 11/28/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
03/05/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
SC
07/22/1998 - 03/11/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MI
09/17/1997 - 07/02/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
MA
12/05/1994 - 04/19/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/05/1994 - 04/19/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1997
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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