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Christopher Andrew Lazzaro

Plan For It Financial, LLC

Salem, MA

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Current Employers
Plan For It Financial, Llc

17 Paradise Road Vinnin Square Plaza #1099, Salem, MA 01970 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-08-31
  • MA RA
    APPROVED
    Since 2023-08-31

Branch Locations

17 Paradise Road Vinnin Square Plaza #1099, Salem, MA 01970 • 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
Looms, Sayles & Company Boston MA 03/2000 04/2023
Plan For It Financial, Llc Swampscott MA 05/2023 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-06
  • S63 Uniform Securities Agent State Law Examination
    2004-11-06
Designations

View on SEC IAPD

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Other Offices

FINER WEALTH MANAGEMENT, INC. · SALEM, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SALEM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SALEM, MA
TD PRIVATE CLIENT WEALTH LLC · Salem, MA
SANTANDER SECURITIES LLC · Swampscott, MA
J.P. MORGAN SECURITIES LLC · Swampscott, MA
CITIZENS SECURITIES, INC. · SWAMPSCOTT, MA
LPL ENTERPRISE, LLC · SALEM, MA

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