Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Squassi is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with Janney Montgomery Scott LLC, where Christopher has been working since 1996. Prior to joining Janney Montgomery Scott LLC, Christopher worked at several other firms, including Northeast Brokerage Services Corporation, Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher holds several licenses and certifications, including Series 7, Series 63, and Series 65. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
10/29/2021 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NA
09/10/1992 - 07/09/1996
NORTHEAST BROKERAGE SERVICES CORPORATION
NY
08/15/1990 - 09/10/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/17/1989 - 07/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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