Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristopher? Claim Your ProfileCristopher Cuevas is a financial advisor with over 6 years of experience in the financial services industry. Cristopher is currently registered with Bright Legacy LLC in Diamond Bar, CA. Cristopher has experience working with high net worth individuals, corporations, and individuals other than high net worth. Cristopher offers investment advisory services including portfolio management for individuals and pension consulting. Cristopher previously worked at Raymond James & Associates, Inc. and Morgan Stanley.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CA
04/04/2022 - Present
Bright Legacy LLC (DIAMOND BAR CA)
CA
01/03/2020 - 09/29/2020
RAYMOND JAMES & ASSOCIATES, INC. (LOS ANGELES CA)
CA
01/12/2018 - 12/16/2019
MORGAN STANLEY (SANTA ANA CA)
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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