Unclaimed
Christopher Letendre is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with Brookstone Wealth Advisors, LLC and has been in the industry since 1993. Christopher offers a variety of services to individuals and businesses, including financial planning, portfolio management, and educational seminars. Christopher is also a licensed insurance agent, selling fixed insurance & equity indexed annuities and life insurance. In addition to being registered with Brookstone Wealth Advisors, LLC, Christopher has held positions with KCD FINANCIAL, INC., IFMG SECURITIES, INC., H&R BLOCK FINANCIAL ADVISORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and FIDELITY BROKERAGE SERVICES LLC. Christopher is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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
09/16/2021 - Present
Brookstone Wealth Advisors, LLC (SANDWICH MA)
MA
07/20/2007 - 04/18/2011
KCD FINANCIAL, INC. (SANDWICH MA)
MA
10/07/2004 - 07/10/2007
IFMG SECURITIES, INC. (PLYMOUTH MA)
MI
12/17/2003 - 10/07/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
07/15/2002 - 06/23/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
05/10/1994 - 07/10/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 08/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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