Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gleason is a financial advisor with over 30 years of experience in the financial services industry. Christopher is currently registered as a Registered Representative (RR) with Independent Financial Group, LLC and is active in several states, including Connecticut, Florida, and Texas. Christopher holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 63, and 65. Christopher has previously worked with other financial firms including CETERA ADVISOR NETWORKS LLC and Girard Securities, Inc. Christopher focuses on serving individual clients, families, corporations, and pension and profit sharing plans.
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.
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.
1
2
FL
08/02/2021 - Present
Independent Financial Group, LLC (SARASOTA FL)
FL
10/25/2017 - 08/02/2021
CETERA ADVISOR NETWORKS LLC (Sarasota FL)
CT
04/22/2004 - 11/01/2017
GIRARD SECURITIES, INC. (SOUTHBURY CT)
MA
06/07/1996 - 04/22/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MA
08/20/1992 - 06/07/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Gleason is the right advisor for you? Invested Better is here to help.
