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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 Rafferty is a financial advisor with GYL Financial Synergies, LLC. Christopher Rafferty holds the Series 66, Series 7, Series 9, Series 10 and SIE licenses and is registered in Connecticut and Texas. Christopher Rafferty has been in the industry since 2007. Christopher Rafferty is also a Certified Financial Planner. GYL Financial Synergies, LLC specializes in portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars and more. The firm's clients include high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state and municipal government entities.
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.
Credit and cash management solutions and insurance solutions
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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CT
11/20/2023 - Present
GYL Financial Synergies, LLC (WEST HARTFORD CT)
CT
11/08/2010 - 10/09/2023
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
NY
08/15/2007 - 08/04/2010
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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