Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristopher? Claim Your ProfileCristopher Moran is an investment advisor representative with EP Wealth Advisors in Torrance, CA. Cristopher has been working in the financial services industry since 2002. Cristopher is registered with the state of California. Cristopher holds the Series 7 and Series 66 licenses, and is a Certified Financial Planner and a Chartered Financial Analyst.
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.
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.
Retirement plan advisory services & tax preparation services
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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CA
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
NJ
12/06/2002 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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