Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michalman is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Integrated Wealth Concepts LLC as a Registered Investment Advisor. Prior to joining Integrated Wealth Concepts LLC, Christopher was a financial advisor with LPL Financial LLC and Lincoln Financial Advisors Corporation. Christopher has a Series 6, 7, 24, 63, and 65 licenses. He is also a Certified Financial Planner. Christopher specializes in providing financial advice to individuals, families, and businesses. Christopher is committed to helping his clients achieve their financial goals.
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.
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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CT
05/04/2018 - Present
Integrated Wealth Concepts LLC (Glastonbury CT)
NH
10/07/2016 - 12/22/2022
LPL FINANCIAL LLC (DERRY NH)
NH
11/26/2003 - 10/13/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (DERRY NH)
IN
11/26/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/06/1996 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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