Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Moran is an investment advisor representative who has been working in the financial industry for over 15 years. Christopher is registered with Savvi Financial LLC, a firm based in Waltham, Massachusetts. Christopher is a Series 6, 7, 63 and 65 licensed professional and provides services such as financial planning, educational seminars, and portfolio management for individuals. Christopher has experience working with high-net-worth individuals as well as individuals other than high-net-worth. Christopher is currently registered in 49 states and the District of Columbia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MA
02/23/2021 - Present
Savvi Financial LLC (WALTHAM MA)
MA
01/02/2009 - 07/08/2011
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MN
12/19/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MA
08/30/2002 - 11/01/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
05/20/1998 - 06/09/1999
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IA
Issued 12/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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