Unclaimed
Christian Beliveau is a financial advisor registered with LPL Financial LLC and Northeast Planning Associates, Inc.. Christian is a licensed financial professional with over 25 years of experience in the industry. Christian specializes in providing financial advice to individuals, families, and businesses. He provides a range of services including financial planning, investment management, and retirement planning. Christian is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
04/05/2021 - Present
LPL Financial LLC (DOVER NH)
NH
11/14/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (DOVER NH)
MA
08/21/2000 - 11/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
01/14/1994 - 08/17/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/14/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christian Beliveau is the right advisor for you? Invested Better is here to help.