Unclaimed
Christopher Zapata is a financial advisor with over 9 years of experience in the industry. Christopher is registered with Stratos Wealth Partners, Ltd. in Connecticut, New York and Texas. Christopher also holds licenses in 28 other states. Christopher's professional designations include Certified Financial Planner. Christopher is also a registered investment advisor representative in Connecticut, New York, and Texas. Prior to joining Stratos Wealth Partners, Ltd. in 2019, Christopher worked with MML Investors Services, LLC and MSI Financial Services, Inc.
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.
Percentage of assets under management with third party managers
1
2
CT
12/13/2019 - Present
Stratos Wealth Partners, Ltd. (Darien CT)
CT
03/25/2017 - 12/18/2019
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
03/31/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
BOTH
Issued 01/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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