Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Helms is a financial advisor in Dedham, MA who has been working in the industry since 2012. Christopher is a Certified Financial Planner and is registered to provide investment advisory services in Massachusetts. Christopher works with Cetera Investment Advisers LLC. Christopher has a background in providing financial planning services to individuals, businesses, and charitable organizations. Christopher also has experience with portfolio management for both individuals and businesses. Christopher is a Series 7, Series 63, Series 65, and Series 24 licensed professional.
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.
1
2
MA
06/25/2024 - Present
Cetera Investment Advisers LLC (DEDHAM MA)
MA
09/21/2023 - 01/07/2024
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/07/2012 - 09/20/2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NH
05/20/2011 - 02/10/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 08/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Helms is the right advisor for you? Invested Better is here to help.
