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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Longhi is a financial advisor who has been working in the industry since June 1999. Christopher is currently employed at Equity Services, Inc. based in Montpelier, VT. Christopher holds the Series 7, Series 6, Series 24, and Series 53 licenses. Christopher has experience working with various client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Christopher's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals. Christopher's commitment to providing excellent financial advice to clients is evident in his extensive experience and impressive credentials.
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.
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.
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.
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VT
09/03/2002 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
06/12/2006 - 07/31/2009
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
VT
06/22/1999 - 08/30/2002
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 09/15/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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