Unclaimed
Christopher Mara is an active investment advisor representative registered with LPL Financial LLC. Christopher has been working in the financial industry since 1990. Christopher has passed numerous professional licensing exams including the Series 6, Series 7, Series 24, Series 63, and Series 65 exams. Christopher has worked for a variety of financial institutions including LPL Financial LLC, Infinex Investments, Inc., Citizens Securities, Inc., Santander Securities LLC, IFMG Securities, Inc. and BankBoston Investor Services, Inc. Christopher has also worked in real estate and as a mortgage/real estate agent. Currently Christopher is a Registered Investment Advisor. Christopher has been providing financial planning and consulting services through Northeast Planning Associates, Inc. an independent investment advisor firm. Christopher also works for LPL Financial LLC. Christopher is registered in Connecticut, Massachusetts, New Hampshire and Rhode Island.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MA
07/07/2022 - Present
LPL Financial LLC (TYNGSBORO MA)
MA
12/03/2020 - 09/30/2021
INFINEX INVESTMENTS, INC. (WATERTOWN MA)
MA
12/23/2019 - 12/02/2020
CITIZENS SECURITIES, INC. (BEDFORD MA)
MA
08/30/2016 - 01/06/2020
LPL FINANCIAL LLC (DANVERS MA)
MA
09/19/2012 - 08/29/2016
SANTANDER SECURITIES LLC (WEST BOYLSTON MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (WORCESTER MA)
MA
05/08/2000 - 05/27/2008
IFMG SECURITIES, INC. (HOLDEN MA)
MA
02/01/1999 - 11/19/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
09/26/1997 - 01/22/1999
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
MA
02/07/1997 - 09/16/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
01/22/1996 - 02/12/1997
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
MA
04/10/1995 - 12/31/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
06/03/1991 - 03/13/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/03/1991 - 03/13/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
01/03/1989 - 04/26/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/03/1989 - 04/26/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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