Unclaimed
Christopher Michael Duffy is a financial advisor with Capital Analysts, a firm with a long history in the industry. Christopher has a broad range of experience, with a focus on investment management for individuals and businesses. Christopher is also a registered representative with both FINRA and the state of Massachusetts. Christopher is a Certified Financial Planner and has been in the financial industry since 2000.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/12/2012 - Present
Capital Analysts (Braintree MA)
MA
06/15/2000 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (QUINCY MA)
BOTH
Issued 06/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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