Christian Pavlakis (CRD# 7428452) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Orleans, MA and has 1 year of experience in the finance industry.
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
CRD# 1423668
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Financial Group | Meriden, CT | Aug 2021 - Current | 2 |
| Cape Cod Five Cents Savings Bank | Hyannis, MA | Aug 2021 - Current | 2 |
| Town Of Harwich - Cranberry Valley Golf Course | Harwich, MA | Apr 2017 - Current | 7 |
| College Of Our Lady Of The Elms College | Chicopee, MA | Aug 2017 - May 2021 | 3 |
| Cape Cod Five Cents Savings Bank | Hyannis, MA | May 2020 - Aug 2020 | < 1 |
| Cape Cod Five Cents Savings Bank | Hyannis, MA | May 2019 - Jan 2020 | < 1 |
| Brother's Pizza | Dennis, MA | Apr 2015 - Sep 2019 | 4 |
| Monomoy Regional High School | Harwich, MA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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