Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stuart is a financial advisor with over 20 years of experience in the industry. Christopher currently works at Shorepoint Capital Partners LLC, a firm based in Norwood, MA. Prior to joining Shorepoint Capital Partners LLC, Christopher was registered with Commonwealth Financial Network, Columbia Management Investment Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and H&R Block Financial Advisors, Inc. Christopher is a Chartered Financial Analyst and holds Series 7, Series 52, Series 63, and Series 66 licenses. Christopher specializes in providing financial planning services to individuals, families, and businesses. Christopher also manages investment portfolios for clients.
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.
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.
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MA
07/11/2022 - Present
Shorepoint Capital Partners LLC (NORWOOD MA)
MA
05/18/2015 - 06/21/2022
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
01/16/2014 - 05/12/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
12/14/2009 - 10/20/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
12/13/2001 - 02/25/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MI
07/29/1999 - 12/20/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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