Unclaimed
Christopher Laurence Watson is a financial advisor registered with MAI Capital Management, LLC and based in Burlington, Massachusetts. Christopher has been in the financial services industry since June 2013. Christopher is also a Certified Financial Planner. In addition to the firm's main office in Cleveland, Ohio, Christopher works out of the firm's Burlington, Massachusetts branch office. Christopher also previously worked for John Hancock Funds, LLC in Boston, Massachusetts. Christopher is currently registered with the following states for investment advisory services: Louisiana, Massachusetts, New Hampshire, and Texas.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
MA
05/19/2023 - Present
MAI Capital Management, LLC (Burlington MA)
MA
06/21/2013 - 07/09/2018
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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