Christopher J. Dalto
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Christopher Jon Dalto, CFP®, who also goes by Christopher Dalto, was a registered financial professional .
Christopher is a previously registered financial professional and started their career in finance in 2000. Christopher had worked at 2 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2001
Experience
May 21, 2012 - August 17, 2012
DELESSERT FINANCIAL SERVICES INC
April 30, 2012 - November 30, 2023
MONTIS FINANCIAL, LLC
February 2, 2009 - May 2, 2012
DELESSERT FINANCIAL SERVICES INC
September 30, 2000 - December 31, 2008
DELESSERT FINANCIAL SERVICES INC
State Registrations and Notice Filings
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Exams
Current Firm
DELESSERT FINANCIAL SERVICES INC
CRD#: 106005 / SEC#: 801-46245
Contact information
Red Flags
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