Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Curley is a financial advisor with Wealthpenn.comllc, a large firm with over $10 billion to $50 billion in assets under management. Christopher is a Certified Financial Planner (CFP) and has over 28 years of experience in the financial services industry. Christopher has held previous positions at UBS Financial Services Inc., Fidelity Brokerage Services LLC and American Express Financial Advisors Inc. Christopher is registered as a Broker-Dealer and Investment Advisor in several states including Massachusetts, Connecticut, Texas, New York, California, Colorado, Delaware, Florida, Hawaii, Illinois, Maine, Maryland, New Hampshire, New Jersey, Oregon, Pennsylvania, Rhode Island, South Carolina, Virginia and Washington.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
02/23/2021 - Present
Wealthpenn.comllc (Middleton MA)
MA
08/29/2008 - 03/02/2021
UBS FINANCIAL SERVICES INC. (PEABODY MA)
MA
06/14/1996 - 09/10/2008
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
MN
12/16/1992 - 05/07/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/16/1992 - 05/07/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/6/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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