Unclaimed
Christopher Maynard is a financial advisor with LPL Financial LLC. Christopher has been in the financial industry since 2017. Christopher has Series 66, SIE and Series 7 licenses. Christopher works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and investment clubs. Christopher has worked with several firms in the past including Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and RFG Advisors. Christopher is registered in Florida, Massachusetts, New Hampshire, Oklahoma, and Rhode Island.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MA
09/22/2022 - Present
LPL Financial LLC (BRIDGEWATER MA)
MA
11/25/2019 - 08/22/2022
CITIZENS SECURITIES, INC. (CAMBRIDGE MA)
MA
05/26/2017 - 03/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 07/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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