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CF

Christopher M. Fierro

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CRD#: 4214966
CF

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 Michael Fierro was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2000. Christopher had worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 2, 2014 - September 30, 2016

CONCERT WEALTH MANAGEMENT

RIA
CRD#: 141253
SCOTTSDALE, AZ
Past

April 23, 2013 - September 3, 2014

PRIVATE CLIENT ADVISORS

RIA
CRD#: 158777
BUCKEYE, AZ
Past

October 11, 2011 - January 15, 2013

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
HOUSTON, TX
Past

November 21, 2003 - January 11, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
CASA GRANDE, AZ
Past

November 1, 2002 - November 18, 2003

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
SCOTTSDALE, AZ
Past

September 12, 2002 - November 18, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

September 5, 2000 - July 26, 2002

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

September 5, 2000 - July 26, 2002

CRI SECURITIES, LLC

BD
CRD#: 22589
ST. PAUL, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/11/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


CW
CONCERT WEALTH MANAGEMENT
CONCERT CAPITAL MANAGEMENT | VALUEWEALTH SERVICES | URBAN WEALTH MANAGEMENT GROUP | SEGMENT ASSET MANAGEMENT, LLC | SAGE WEALTH MANAGEMENT | MRAZ, AMERINE AND ASSOCIATES | MERLIN ASSET MANAGEMENT | KUMQUAT | FOOTHILL FINANCIAL ADVISORS | CORINTHIAN WEALTH MANAGEMENT | CONCERT WEALTH MANAGEMENT, INC. | CONCERT WEALTH MANAGEMENT

CRD#: 141253 / SEC#: 801-67992

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Contact information


Main Address
1900 The Alameda 1st Floor, San Jose, CA 95126
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CONCERT ADV PART 2A 12312016 (2/12/2018)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONCERT WEALTH MANAGEMENT

CRD#: 141253

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