Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher P. Kelliher is a financial advisor at Creative Planning. Christopher has been in the industry since February 2004. Christopher has a Series 63, Series 66, Series 7 and Series 9 & Series 10 licenses and is also a Certified Financial Planner. Christopher is registered with the state of New Hampshire. Christopher specializes in providing financial planning services to individuals, businesses, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.
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.
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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NH
07/15/2013 - Present
Creative Planning (WINDHAM NH)
MA
02/02/2004 - 07/02/2013
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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