Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Grundel is a financial professional with over 15 years of experience in the financial services industry. Christian is a CERTIFIED FINANCIAL PLANNER™ professional. Christian is registered with Cetera Investment Advisers LLC, and has a branch office location in North Attleboro, MA. Christian is also registered as an Investment Advisor Representative in Massachusetts and Rhode Island. Christian's previous experience includes working with MSI Financial Services, Inc., MetLife Securities, and Financial Engines Advisors L.L.C. Christian holds FINRA Series 6, 7, 7TO, 63, 66, and SIE licenses. Christian works with a variety of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Christian offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH ATTLEBORO MA)
RI
06/18/2008 - 09/08/2016
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
BC
Issued 2/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 2/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 2/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/2010
Series 7 - General Securities Representative Examination
BC
Issued 6/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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