Unclaimed
Christopher Sordello is a financial advisor with over 35 years of experience in the financial services industry. Christopher is a Registered Representative of LPL Financial LLC, and an Investment Advisor Representative of Bay Financial Associates, LLC. Christopher has earned the Chartered Financial Consultant designation. Christopher is committed to helping individuals and families achieve their financial goals.
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
NH
04/12/2023 - Present
LPL Financial LLC (HAMPSTEAD NH)
MA
03/25/2017 - 04/26/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
11/03/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WESTBORO MA)
MA
02/19/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DANVERS MA)
BC
Issued 01/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Sordello is the right advisor for you? Invested Better is here to help.