Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Szymanski is a financial advisor with over 20 years of experience in the industry. Christopher is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Newton Lower Falls, MA. Prior to joining Raymond James, Christopher was with Ameriprise Financial Services, Inc., AXA Advisors, LLC, Hornor, Townsend & Kent, Inc., U.S. Wealth Advisors, LLC., Financial Network Investment Corporation, Ameritas Investment Corp., The Advisors Group, Inc., WMA Securities, Inc., NYLIFE Securities Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Christopher holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE. Christopher is dedicated to providing clients with comprehensive financial planning, investment management, and insurance services. Christopher specializes in working with individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
02/12/2016 - Present
Raymond James Financial Services Advisors, Inc. (Newton Lower Falls MA)
MA
05/09/2014 - 02/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MA
03/19/2012 - 05/15/2014
AXA ADVISORS, LLC (WILMINGTON MA)
MA
09/14/2007 - 04/11/2012
HORNOR, TOWNSEND & KENT, INC. (WILMINGTON MA)
MA
08/18/2006 - 09/10/2007
U.S. WEALTH ADVISORS, LLC. (WILIMINGTON MA)
MA
01/21/2005 - 08/01/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (WILMINGTON MA)
NE
10/31/2003 - 12/02/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
04/10/2000 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
GA
09/25/1997 - 04/20/2000
WMA SECURITIES, INC. (DULUTH GA)
NY
09/20/1996 - 07/30/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
09/12/1995 - 09/07/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/12/1995 - 09/07/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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