Christian Beliveau has been an investment adviser representative at Northeast Planning Associates since July 2004, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Christian Beliveau’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, Christian Beliveau was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsAdviser representative and broker · Firm CRD 6413
- – present · 22 yearsDover, NH · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearDover, NH · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 3 yearsPortsmouth, NH · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
Christian Beliveau is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2004; the most recent is Texas, in April 2021.
- New HampshireSince 23 July 2004
- TexasResidentSince 5 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 1999 |
| Series 7 | General Securities Representative Examination | 24 August 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 January 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christian Allen Beliveau
- CRD
- 2438533
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- Dover, NH
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Christian Beliveau work?
Christian Beliveau is an investment adviser representative registered through Northeast Planning Associates, Inc. since July 2004, and is not listed among the firm’s executive officers or direct owners.
Is Christian Beliveau a financial advisor?
Yes. Christian Beliveau has a current investment-adviser registration in New Hampshire and Texas, through Northeast Planning Associates since July 2004.
How many years of experience does Christian Beliveau have?
Christian Beliveau has 32 years in the financial industry, since January 1994, across 4 adviser firms.
What exams has Christian Beliveau passed?
Christian Beliveau has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in January 1994. FINRA credited Christian Beliveau with the SIE, which began in October 2018.
Where did Christian Beliveau work before Northeast Planning Associates?
Before Northeast Planning Associates, Christian Beliveau was registered through Veravest Investment Advisors, Inc., November 2000 to November 2003.
Where is Christian Beliveau based?
Christian Beliveau’s registered office is in Dover, NH.
Is Christian Beliveau registered with FINRA?
Yes. Christian Beliveau has a current broker registration, under CRD 2438533.
Source: FINRA BrokerCheck
How can I verify Christian Beliveau’s record?
Search CRD 2438533 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christian Beliveau’s full registration record.
