Unclaimed
Crhistian Vasquez is a financial advisor registered with the state of Pennsylvania. Crhistian is currently employed by AE Wealth Management, LLC and has been in the industry since 2018. Crhistian has passed the Series 66, Series 7 and SIE exams. Crhistian's specialties include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. In addition to their work with AE Wealth Management, LLC, Crhistian is also a business owner. Crhistian is committed to providing their clients with personalized financial advice and guidance.
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.
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PA
10/10/2023 - Present
AE Wealth Management, LLC (York PA)
MD
08/24/2018 - 08/30/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 11/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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