Unclaimed
Craig Thomas Christo is a financial advisor with Global Retirement Partners LLC. Craig has been in the financial services industry since May 1994 and is registered with the Securities and Exchange Commission (SEC). Craig is licensed to provide investment advice and securities products in Massachusetts, Pennsylvania, and Rhode Island. Craig is also a registered representative of LPL Financial.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
10/23/2017 - Present
Global Retirement Partners LLC (Braintree MA)
MA
05/20/2010 - 11/30/2010
NRP FINANCIAL, INC. (BRAINTREE MA)
RI
04/05/1996 - 05/26/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
05/06/1994 - 03/21/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 07/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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