Unclaimed
Christopher Paul Kretas is a registered investment advisor with J.P. Morgan Securities LLC, located in Boston, MA. Christopher holds multiple industry licenses including the Series 63, Series 79 and Series 79TO exams. Christopher has been active in the industry since June 3, 2019. Christopher is registered in 53 states and the District of Columbia. Christopher specializes in providing financial planning, portfolio management and selection of other advisers. Christopher is also registered with FINRA and the Securities Investor Protection Corporation (SIPC). Christopher was previously employed with BNP Paribas Securities Corp. in New York, NY.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
05/03/2022 - Present
J.p. Morgan Securities LLC (BOSTON MA)
NY
06/02/2015 - 04/30/2018
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/02/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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