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 an investment advisor representative with Eagle Strategies LLC and Atlantic Planning Group, LLC. Christopher has been in the financial services industry since 1987 and has experience in financial planning, portfolio management, and insurance products. Christopher is a Certified Financial Planner and holds the Series 63, Series 7, and Series 6TO licenses. Christopher works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
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 9/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Battersby is the right advisor for you? Invested Better is here to help.
