Years of Experience
5-20+ Years
Sarasota, FL
0 Disclosures
ADVISOR BIO
Christopher David Schwartz is a financial advisor with Mariner Wealth. Christopher has been working in the financial services industry since 2009 and is registered with the state of Florida. Christopher earned the Certified Financial Planner designation and has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Christopher also provides family office services.
SPECIALIZATIONS
BOCA RATON, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Catania is a financial professional with over 20 years of experience in the financial services industry. Christopher has a Series 7, Series 66 and SIE license. Christopher has been with Wells Fargo Clearing Services, LLC since 2003, and is currently registered with the firm in Florida. Christopher has a proven track record of success in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Christopher is committed to providing personalized financial advice and helping clients achieve their financial goals.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
1 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Daniel Keller is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial industry since December 18, 2023, and is registered as a Series 7TO and SIE licensed individual. Christopher currently works in the Palm Beach Gardens, FL branch office and has been employed with this firm since December 19, 2023.
SPECIALIZATIONS
TAMPA, FL
25 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Frank Rich is a financial advisor with over 20 years of experience in the industry. Christopher has worked with a number of firms including Securities America, Inc. and Royal Alliance Associates, Inc. He is currently registered with LPL Financial LLC in Florida and Texas. Christopher offers financial planning, portfolio management, and other advisory services to individual, business and institutional clients.
SPECIALIZATIONS
TAVARES, FL
0 Disclosures
ADVISOR BIO
Christopher Nichols is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Destiny Wealth Partners, LLC and has been with the firm since 2023. Previously, Christopher was with CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, NFP SECURITIES, INC., and JEFFERSON PILOT SECURITIES CORPORATION. Christopher specializes in portfolio management for individuals, high net worth individuals, and pooled investment vehicles. Christopher offers various financial planning services, including retirement planning, college savings, and estate planning. Christopher is also licensed to sell fixed insurance and life settlements.
SPECIALIZATIONS
ORLANDO, FL
14 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Clark is a financial advisor who has been in the industry since July 16, 2011. Christopher is currently registered with Wells Fargo Clearing Services, LLC in Florida and South Carolina. Christopher's previous experience includes working for SunTrust Investment Services, INC. and BB&T Investment Services, INC. Christopher holds the Series 7, Series 66 and SIE licenses. Christopher specializes in providing investment advice and financial planning to a variety of clients, including high-net-worth individuals, businesses, corporations, pension plans and charitable organizations.
SPECIALIZATIONS
TAMPA, FL
35 Years Experience
5 Disclosures
ADVISOR BIO
Christopher Raymond Peitz is an Investment Advisor Representative associated with Calton & Associates, Inc., a registered investment advisor. Christopher has been working in the financial services industry since 1990. Christopher holds the Series 7, Series 24, Series 63 and Series 65 licenses, and has a Certified Financial Planner designation.
SPECIALIZATIONS
TAMPA, FL
33 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Mazza is an investment advisor representative with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry for over 30 years. Christopher has a broad range of experience working with individual investors and business owners. Christopher is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in several states. Christopher holds the Series 7, 63 and 66 licenses.
SPECIALIZATIONS
SARASOTA, FL
33 Years Experience
1 Disclosures
ADVISOR BIO
Christopher Gleason is a financial advisor with over 30 years of experience in the financial services industry. Christopher is currently registered as a Registered Representative (RR) with Independent Financial Group, LLC and is active in several states, including Connecticut, Florida, and Texas. Christopher holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 63, and 65. Christopher has previously worked with other financial firms including CETERA ADVISOR NETWORKS LLC and Girard Securities, Inc. Christopher focuses on serving individual clients, families, corporations, and pension and profit sharing plans.
SPECIALIZATIONS
BOCA RATON, FL
22 Years Experience
0 Disclosures
ADVISOR BIO
Christopher John Zagurski is a financial professional with over 20 years of experience in the industry. Christopher currently works as a Registered Representative for Wells Fargo Clearing Services, LLC. Before joining Wells Fargo, Christopher worked for Prudential Securities Incorporated in New York, NY. Christopher's professional designations include Series 63, 66, 7, 9, 10, SIE and 99TO.
SPECIALIZATIONS