Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Boudreau is an advisor at Raymond James & Associates, Inc., with over 35 years of experience in the financial industry. Christopher is licensed to provide investment advisory services in 17 states, including Alabama, Arizona, and California. Christopher has held a Series 7 General Securities Representative license since 1986 and has also passed the Series 4, 8, 9, 10 and 53 exams. Christopher has worked in various roles throughout their career, including time at Bear, Stearns & Co. Inc., Morgan Keegan & Company, Inc., and Wachovia Securities, Inc.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/02/2012 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
02/04/2004 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
NY
04/22/2002 - 02/13/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MA
11/16/2000 - 03/01/2002
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
NC
03/19/1993 - 10/31/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MD
04/22/1992 - 03/25/1993
BT SECURITIES CORPORATION (BALTIMORE MD)
NC
06/03/1991 - 04/01/1992
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
10/05/1989 - 06/11/1991
HOLCOMB, STEVENS SECURITIES, INC
NC
06/09/1989 - 10/14/1989
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
MD
06/18/1987 - 06/08/1989
BT SECURITIES CORPORATION (BALTIMORE MD)
BC
Issued 06/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Boudreau is the right advisor for you? Invested Better is here to help.
