Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Glen Perry is a financial advisor with TD Private Client Wealth LLC based in Ipswich, MA. Christopher has been in the financial services industry since August 2014. Christopher is a Series 6, Series 63, Series 65 and SIE licensed advisor. Christopher has experience working at NYLIFE Securities LLC and TD Bank N.A. in addition to TD Private Client Wealth LLC. Christopher specializes in providing financial planning, portfolio management for businesses and individuals and other advisory services. Christopher Glen Perry is registered with both the state of Massachusetts and New Hampshire and has previously been registered in the state of Massachusetts.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/08/2024 - Present
TD Private Client Wealth LLC (Ipswich MA)
MA
08/01/2014 - 07/30/2018
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 10/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christopher Perry is the right advisor for you? Invested Better is here to help.
