Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mongeon is a financial advisor who has been in the industry since October 22, 2010. Christopher is currently registered with LPL Financial LLC and is located in Bolton, MA. Prior to joining LPL Financial LLC, Christopher worked at KESTRA INVESTMENT SERVICES, LLC. Christopher has passed the Series 63, SIE, and Series 6 exams. Christopher specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit sharing plans, state or municipal government entities and high-net-worth individuals.
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
08/01/2019 - Present
LPL Financial LLC (BOLTON MA)
MA
10/22/2010 - 08/02/2019
KESTRA INVESTMENT SERVICES, LLC (BOLTON MA)
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Mongeon is the right advisor for you? Invested Better is here to help.
