Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Greeley is a financial advisor with over 27 years of experience in the financial industry. Christopher has held registrations in numerous states and has a deep understanding of the financial markets. Christopher is currently registered with Voya Financial Advisors, Inc. and is also registered with other firms including Empower Financial Services, Inc., Santander Securities LLC, and Fidelity Brokerage Services LLC. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
06/16/2023 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
MA
06/02/2020 - 05/22/2023
EMPOWER FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
12/12/2019 - 05/20/2020
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
06/21/2019 - 11/15/2019
SANTANDER SECURITIES LLC (FOXBORO MA)
MA
01/22/2018 - 04/03/2019
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
05/04/2012 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
09/10/2009 - 03/23/2011
E*TRADE SECURITIES LLC (WELLESLEY MA)
MA
06/28/2007 - 08/26/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
08/13/2003 - 06/27/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
11/09/1998 - 08/14/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
08/30/1995 - 11/09/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 04/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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