Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Paul Cappello is a financial advisor in Boston, Massachusetts. Christopher is currently registered with New England Retirement Consultants, LLC. Christopher has been in the financial services industry since 1991. He has passed the Series 6, Series 63 and Series 65 exams. Christopher is also registered as an investment advisor representative in Massachusetts. Christopher has experience working with individuals, corporations and retirement plans.
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.
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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MA
09/23/2016 - Present
NEW England Retirement Consultants, LLC (BOSTON MA)
MA
10/02/2003 - 06/10/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
11/22/1995 - 11/01/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
06/12/1991 - 04/18/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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