Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward DiStefano is a financial advisor with over 25 years of experience in the industry. Christopher has a diverse background, having worked with both Signator Investors, Inc. and John Hancock Mutual Life Insurance Company before joining MML Investors Services, LLC in 2003. Christopher is licensed to provide investment advice in multiple states and holds a variety of licenses, including Series 6, 7, 63 and 65. Christopher is also a Certified Financial Planner and specializes in financial planning, pension consulting, asset allocation programs, and portfolio management for individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/01/2022 - Present
MML Investors Services, LLC (HOLYOKE MA)
MA
04/17/1996 - 09/16/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/17/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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