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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 Garrison is a registered investment advisor representative with Pinnacle Pension Consultants LLC. Christopher has over 15 years of experience in the financial services industry, working with clients in both Massachusetts and Rhode Island. Christopher’s experience includes working at TIAA-CREF Individual & Institutional Services, LLC and Fidelity Brokerage Services LLC. Christopher holds a Series 6 and Series 63 license. Christopher is also a Registered Investment Advisor (IA) in Massachusetts. Pinnacle Pension Consultants LLC provides consulting services to clients with a focus on retirement planning, pension consulting, and other financial 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.
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
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.
% of assets under consultation
1
2
MA
04/24/2022 - Present
Pinnacle Pension Consultants LLC (NEEDHAM MA)
MA
04/27/2011 - 11/08/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
01/01/2008 - 02/26/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
08/09/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
03/06/1998 - 10/21/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 09/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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