Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kelly is a financial advisor with over 28 years of experience. Christopher has been with Tiaa-Cref Individual & Institutional Services, LLC since April 1995. Previously, Christopher worked at Washington Square Securities, Inc. in Windsor, CT. Christopher holds a Series 6, Series 63, and SIE licenses and specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
CO
04/24/1995 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CT
09/19/1994 - 12/31/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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