Unclaimed
Christopher Hopkins is a financial advisor with Captrust. Christopher is registered with both FINRA and the state of Massachusetts. Christopher has experience in both the brokerage and investment advisory industries. Christopher has been providing financial advice since 2021 and holds a Series 7, Series 66, and SIE licenses. Christopher is also a marketing consultant and has experience in business development. Christopher is a licensed agent in the state of Massachusetts.
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.
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.
1
2
MA
09/27/2023 - Present
Captrust (Boston MA)
MA
03/05/2021 - 08/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Marlborough MA)
BOTH
Issued 06/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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