Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wells Battersby is a financial advisor who has been in the industry since 1987. Christopher is currently registered with Eagle Strategies LLC and Atlantic Planning Group, LLC, and holds licenses in multiple states including Florida, Massachusetts, and Texas. Christopher has a diverse range of experience and specializes in providing financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, families, businesses, and charitable organizations. Christopher is dedicated to helping clients achieve their financial goals and has a proven track record of success in the industry.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/21/2021 - Present
Eagle Strategies LLC (WALTHAM MA)
NY
10/23/1989 - 02/12/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/23/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
09/24/1987 - 10/20/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 09/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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