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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 James Farrell is a financial advisor with Cadaret, Grant & CO., Inc. based in East Syracuse, NY. Christopher has been in the financial services industry since 1998. He is registered with FINRA and holds a Series 7, Series 24, Series 63 and Series 65 licenses. Christopher is also licensed to provide investment advice in 11 states. He has a strong background in financial planning, portfolio management and insurance. Christopher is a financial advisor who offers a variety of services to his clients. He provides financial planning, portfolio management, life insurance, and other financial services. Christopher is committed to helping his clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/09/2019 - Present
Cadaret, Grant & CO., Inc. (EAST SYRACUSE NY)
NY
03/09/2002 - 11/18/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
06/05/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
11/20/1998 - 06/08/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 12/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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