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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 Barrett has been in the financial services industry since 1990. Christopher is currently a registered representative with World Investment Advisors, LLC. Prior to joining World Investment Advisors, LLC, Christopher held roles at State Street Global Advisors Funds Distributors, LLC, ALPS Distributors, Inc., Transamerica Investors Securities Corporation, UST Securities Corp., UBS PaineWebber Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, PaineWebber Incorporated, MFS Fund Distributors, Inc., MFS Financial Services, Inc., and First Investors Corporation. Christopher holds several licenses and certifications, including Series 7, Series 6, Series 63, Series 65, and Series 66. Christopher has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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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2
MA
08/28/2019 - Present
World Investment Advisors, LLC (Foxboro MA)
MA
07/05/2017 - 02/08/2019
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
CO
09/26/2016 - 06/20/2017
ALPS DISTRIBUTORS, INC. (DENVER CO)
MA
06/30/2005 - 10/20/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NEEDHAM MA)
CT
06/23/2003 - 05/25/2005
UST SECURITIES CORP. (STAMFORD CT)
NJ
10/09/2001 - 01/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
01/17/2001 - 09/24/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/17/2001 - 09/24/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/09/1997 - 12/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
05/25/1993 - 07/16/1997
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
01/01/1988 - 03/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
NA
12/03/1986 - 03/18/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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