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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Weiss is an investment advisor representative, licensed to provide investment advice in Maine and Massachusetts. Christopher has been in the financial services industry for over two decades, and has extensive experience providing investment advice to a variety of clients. Christopher is registered with LPL Financial LLC, a large financial services firm based in Fort Mill, South Carolina. LPL Financial LLC manages over $463 billion in assets and has approximately 1.9 million client accounts. Christopher specializes in providing investment advice to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Christopher is also registered to provide investment advice as a Registered Investment Advisor.
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.
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2
MA
07/24/2024 - Present
LPL Financial LLC (HANSCOM A F B MA)
MA
06/10/2022 - 12/05/2023
CUSO FINANCIAL SERVICES, L.P. (FITCHBURG MA)
MA
02/07/2020 - 04/21/2022
CITIZENS SECURITIES, INC. (WESTWOOD MA)
MA
06/10/2016 - 03/09/2018
SCOTTRADE, INC. (Newon Highlands MA)
MA
12/08/2015 - 06/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST NEWTON MA)
MA
08/25/2015 - 10/27/2015
INFINEX INVESTMENTS, INC. (LEXINGTON MA)
NE
09/09/2011 - 05/21/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
PA
03/04/2010 - 11/22/2010
PACER FINANCIAL, INC. (MALVERN PA)
MA
05/08/2007 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
MA
06/27/1997 - 04/18/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 02/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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