Member Speaker: Chris Pulos
Tuesday, April 25h, 2017 |6:30 PM – 8:30 PM
@ Uno Pizzeria
801 Neshaminy Mall, Bensalem, PA 19020
Join us this month on April 25th as B2BA General Member Chris Pulos, Financial Advisor, leads the conversation!
Christopher S. Pulos has over 25 years in the financial services industry and 11 years as a financial advisor. For the past 9 years, He is an Independent Advisor, employed by Waddell & Reed in Yardley, Pennsylvania. Christopher maintains the following registrations:
As an Investment Advisor
Christopher is registered with the SEC as an Investment Advisor, which is defined as someone who is paid to provide advice about securities. Investment advisors can also be paid to manage investment portfolios or offer financial planning services. Other terms commonly used for investment advisors include Investment Advisor Representative (IAR) and Registered Investment Advisor (RIA).
As a Broker
Christopher is also registered with FINRA as a Broker (sometimes referred to as a broker-dealer registered rep, or RR). Brokers are the sales personnel who work for larger brokerage firms. These firms (also known as broker-dealers) are in the business of buying and selling securities such as stocks, bonds, mutual funds and other investment-related products
Christopher is a graduate of Cabrini College with a Bachelor’s of Science in Business Administration, concentration in Finance; He holds a Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning.
He is married for 15 years to his wife Cheryl; they have a son named Jayce. They live in Yardley, Pennsylvania.
In his spare time, Christopher enjoys spending time with family & friends and all outdoor activities including fishing and boating.