Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian McVey is a registered Investment Advisor Representative with F.L. Putnam Investment Management Co. based in Wellesley, Massachusetts. Christian has been in the industry since 1985, working for a number of firms prior to joining F.L. Putnam Investment Management Co. in 2002. Christian has a broad range of experience, having worked in various roles including security trading, investment management, and financial planning. Christian has held Series 3, 5, 7, 63 and 65 licenses. Christian specializes in providing investment advisory services to a variety of clients including high-net-worth individuals, charitable organizations, corporations, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement
1
2
MA
03/21/2007 - Present
F L Putnam Investment Management Co. (WELLESLEY MA)
NA
07/29/1986 - 11/16/1987
SHEARSON LEHMAN BROTHERS INC.
NA
01/29/1985 - 07/10/1986
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1984
Series 5 - Interest Rate Options Examination
Active
Inactive
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