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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Beaulieu is a financial advisor with Osaic Wealth, Inc. Christopher has been working in the industry since January 27, 1993 and has a history with several firms including Signator Investors, Inc., and John Hancock Funds, Inc. Christopher holds the Series 7, Series 63, Series 65 and SIE licenses. Christopher Beaulieu is registered in 22 states. Christopher is a financial planner and offers financial planning services to individuals, corporations, and other entities.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
RI
01/22/2024 - Present
Osaic Wealth, Inc. (WARWICK RI)
RI
03/09/2000 - 11/02/2018
SIGNATOR INVESTORS, INC. (WARWICK RI)
MA
06/25/1999 - 03/03/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/04/1993 - 05/25/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
12/24/1992 - 05/25/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/24/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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