Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristaan? Claim Your ProfileTristaan Petullo is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Tristaan has been in the financial services industry since 1995 and has a strong track record of success. Tristaan is committed to providing his clients with personalized financial advice and guidance. Tristaan is also an active member of his community. Tristaan is registered with the state of Massachusetts as a Registered Investment Advisor.
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.
Solicitation fees from 3rd party money managers
1
2
MA
01/28/2014 - Present
Cambridge Investment Research Advisors, Inc. (NORTH CHELMSFORD MA)
NY
12/02/2003 - 05/25/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/11/1995 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 01/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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