Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kiely is an investment advisor representative at Mutual Advisors, LLC. Christopher has been working in the financial services industry since 1998. Christopher holds Series 7, 24, and 63 licenses. Christopher specializes in providing financial planning and investment management services to individuals, corporations, and pension and profit-sharing plans. Christopher is registered in 18 states. Christopher is also a managing member of KIELY CONSULTING, LLC, dba KIELY TAX CONSULTING, providing tax preparation and consulting services.
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.
Hourly consulting
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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CA
07/01/2013 - Present
Mutual Advisors, LLC (SANTA MONICA CA)
CA
05/14/1998 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (SANTA MONICA CA)
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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