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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-02-12
  • MA RA
    APPROVED
    Since 2016-02-12

Branch Locations

2345 Washington Street Suite 101, Newton Lower Falls, MA 02462 • 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
Raymond James Financial Services,Inc Wilmington MA 01/2016 Present
Raymond James Financial Services Advisors Inc. Wilmington MA 02/2016 Present
Previous Registrations
  • 2007-09-26 → 2012-04-11
    Wilmington, MA
    Waltham, MA
    Wilmington, MA
  • 2002-04-03 → 2003-12-17
    The Advisors Group, Inc.
    Rockland, MA
Other Businesses

(1) Name of Business: chritopher szymanski Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/08/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: sell life insurance (2) Name of Business: HUB International New England Address: 2345 Washington Street, Newton, MA, 02462, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 08/29/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: receive referrals for life, disability and LTC insurance from a large regional P&C firm. Complete term life, whole life, UL, DI and LTC analysis for referred lead and underwrite/place the fixed product based on the most cost effective plan. (3) Name of Business: KTS Financial Group LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: work with Jason Tholander and Ryan Schott helping clients address financial planning needs (4) Name of Business: North Atlantic Investment Partners Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: waelth management and insurance planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-29
S63 Uniform Securities Agent State Law Examination 1995-09-28
  • S65 Uniform Investment Adviser Law Examination
    1997-12-29
  • S63 Uniform Securities Agent State Law Examination
    1995-09-28
Other Names
  • Christopher M Szymanski

View on SEC IAPD

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