Christian Lapeter (CRD# 7301027) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services, Inc. | Montpelier, VT | Jan 2022 - Current | 2 |
National Life | Hauppauge, NY | Sep 2021 - Current | 2 |
New York Life | Melville, NY | Aug 2020 - Aug 2021 | 1 |
Student | Brentwood, NY | Sep 2016 - Jul 2020 | 3 |
I.v. Technologies | Bayport, NY | Dec 2017 - May 2019 | 1 |
Pro Quality | West Babylon, NY | Jan 2015 - Jan 2018 | 3 |
Valet Parking | Southhampton, NY | Jan 2013 - Jan 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NY
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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