Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Basse is an Investment Advisor Representative associated with Global Retirement Partners LLC, based in Mansfield, MA. Christopher has been in the financial services industry for over 20 years. Christopher holds the Series 6, 7, 63, 65 and SIE licenses. Christopher's firm, Global Retirement Partners LLC, manages over $140 billion in assets and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
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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2
MA
07/06/2016 - Present
Global Retirement Partners LLC (Mansfield MA)
RI
02/06/2014 - 11/20/2018
LPL FINANCIAL LLC (WARWICK RI)
CO
12/20/2007 - 02/26/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
01/03/2007 - 12/06/2007
NFP SECURITIES, INC. (QUINCY MA)
MA
02/23/2006 - 12/31/2006
ING FINANCIAL PARTNERS, INC. (QUINCY MA)
IA
02/06/2003 - 01/19/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
10/18/1996 - 02/12/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 02/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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