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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Peterson is a registered investment advisor representative with Commonwealth Financial Network. Christopher is based in Millis, MA, and has been in the industry since April 19, 2019. Christopher holds Series 66, Series 7, and SIE licenses. Christopher has experience with Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher specializes in financial planning, investment management, and retirement planning. Commonwealth Financial Network provides financial planning, retirement planning, investment management, and other 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
09/22/2022 - Present
Commonwealth Financial Network (MILLIS MA)
MA
10/09/2020 - 09/13/2022
EDWARD JONES (PLAINVILLE MA)
RI
04/15/2019 - 10/12/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
BOTH
Issued 07/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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