Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Thomas Pessotti is an Investment Advisor Representative with Independence Financial Advisors, LLC, based in Chelmsford, MA. Christopher Thomas Pessotti is registered in Massachusetts and New Hampshire. Christopher Thomas Pessotti has a Series 65 license. Christopher Thomas Pessotti is also an insurance agent for TMMC Inc, based in Burlington, MA. Christopher Thomas Pessotti has been with TMMC Inc since January 2012. Christopher Thomas Pessotti is a specialist in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advertisement and sale of fixed/ fixed-index annuity products
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.
One-time project fees
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MA
01/27/2019 - Present
Independence Financial Advisors, LLC (Chelmsford MA)
IA
Issued 09/11/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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