Unclaimed
Christopher Pawlowski is a registered investment advisor representative at Ballentine Partners. Christopher has been in the industry since 2016 and holds a Series 65 license. Christopher is registered with the state of Massachusetts, Rhode Island and Florida. Christopher specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Christopher's prior work experience includes Fortis Management Group and Ameriprise Financial. Christopher is a Vice President at St. Angelo Realty Co. Inc. and is an Authorized Signer at STA Associates Inc., both family businesses.
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.
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.
Project fees
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MA
08/27/2020 - Present
Ballentine Partners (Waltham MA)
IA
Issued 08/01/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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