Unclaimed
Christopher Covello is a financial advisor with MML Investors Services, LLC, a firm with offices in Springfield, MA. Christopher has been in the financial services industry since 2013 and is registered with the state of Massachusetts. Christopher is also a Certified Financial Planner. Christopher provides financial planning services to individuals and businesses and has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Christopher previously worked for MSI Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
03/27/2024 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
03/25/2017 - 04/04/2022
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NJ
11/04/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOMERSET NJ)
NJ
01/29/2013 - 09/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORKED RIVER NJ)
BOTH
Issued 02/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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