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Christopher Michael Szymanski

Raymond James Financial Services Advisors, Inc.

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About Christopher Michael Szymanski

Christopher Szymanski is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Newton Lower Falls, MA. Christopher has been in the industry since 1997 and has a strong track record of providing financial advice to individuals, families, and businesses. Christopher is licensed to provide financial advice in several states, including Florida, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New York, and Vermont. He is also a Registered Investment Advisor and holds a Series 6, 7, and 63 license. Christopher has a strong commitment to helping his clients achieve their financial goals.

Firm Information

Christopher Szymanski is currently registered with Raymond James Financial Services Advisors, Inc.. Raymond James Financial Services Advisors, Inc. is a financial advisory firm based in Saint Petersburg, FL. With over 6,200 registered representatives and 5,773 investment advisor representatives, the firm manages over $275 billion in assets for a diverse clientele, including individuals, businesses, institutions, and pension plans. Their services encompass financial planning, portfolio management, pension consulting, and educational seminars. Raymond James also participates in wrap fee programs.
Raymond James Financial Services Advisors, Inc.

2345 Washington Street

Newton Lower Falls, MA 02462

$275.43B

Assets Under Management

6,313

Total Clients

5,416

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consultations

Hourly & fixed rate consultations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Per participant (erisa)

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Christopher Szymanski’s Registration & Firm History

MA

02/12/2016 - Present

Raymond James Financial Services Advisors, Inc. (Newton Lower Falls MA)

MA

05/09/2014 - 02/26/2016

AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)

MA

03/19/2012 - 05/15/2014

AXA ADVISORS, LLC (WILMINGTON MA)

MA

09/14/2007 - 04/11/2012

HORNOR, TOWNSEND & KENT, INC. (WILMINGTON MA)

MA

08/18/2006 - 09/10/2007

U.S. WEALTH ADVISORS, LLC. (WILIMINGTON MA)

MA

01/21/2005 - 08/01/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (WILMINGTON MA)

NE

10/31/2003 - 12/02/2003

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MD

04/10/2000 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

GA

09/25/1997 - 04/20/2000

WMA SECURITIES, INC. (DULUTH GA)

NY

09/20/1996 - 07/30/1997

NYLIFE SECURITIES INC. (NEW YORK NY)

MA

09/12/1995 - 09/07/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

09/12/1995 - 09/07/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 12/29/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/5/1996

Series 7 - General Securities Representative Examination

BC

Issued 9/11/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Michael Szymanski.
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