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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Connelly is a financial advisor with Commonwealth Financial Network in West Newbury, Massachusetts. Christopher has over 20 years of experience in the financial services industry and holds a Series 7, Series 6, Series 63, and Series 66 licenses. Christopher is a registered representative with Commonwealth Financial Network and is also a registered investment advisor representative.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
07/21/2022 - Present
Commonwealth Financial Network (West Newbury MA)
MA
06/09/2021 - 07/25/2022
CETERA ADVISOR NETWORKS LLC (West Newbury MA)
MA
04/22/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (West Newbury MA)
CO
01/26/2017 - 04/17/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MA
07/13/2006 - 01/25/2017
PRINCIPAL SECURITIES, INC. (WALTHAM MA)
NY
01/01/2005 - 05/15/2006
MMC SECURITIES CORP. (NEW YORK NY)
MA
03/30/2004 - 01/01/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
09/22/2003 - 03/26/2004
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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