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Christoph Chen

Insight Financial Strategists

Newton, MA

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Current Employers
Insight Financial Strategists

29 Crafts Street Suite 420, Newton, MA 02458 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-06-05
  • MA RA
    APPROVED
    Since 2014-06-05

Branch Locations

29 Crafts Street Suite 420, Newton, MA 02458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insight Financial Strategists Arlington MA 09/2012 Present
Previous Registrations
  • 2012-09-26 → 2013-12-31
    Newton, MA
  • 2009-03-13 → 2012-09-24
    Osaic Fa, Inc.
    Waltham, MA
    Glastonbury, CT
    Waltham, MA
  • 2008-09-16 → 2009-03-13
    Osaic Fs, Inc.
    Waltham, MA
  • 2006-12-19 → 2008-04-01
    St Louis, MO
    Arlington, MA
Other Businesses

CRUMP, CATEGORY: INSURANCE, INVESTMENT RELATED, AGENT, OFFERS FIXED/INDEXED ANNUITIES; ACCIDENT & HEALTH, DISABILITY AND TRADITIONAL LIFE INSURANCE PRODUCTS, START 7/2009, 10HPM, 0HDTH. ONE RESOURCE GROUP CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 7/2009 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-21
  • S66 Uniform Combined State Law Examination
    2006-11-21
Designations

View on SEC IAPD

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