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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Raymond Beauvais is a registered investment advisor representative in Michigan with over 20 years of experience in the financial services industry. Christopher is currently employed by Osaic FA, Inc. in Southfield, MI. Christopher has also held previous positions with COMERICA SECURITIES and H&R BLOCK FINANCIAL ADVISORS, INC. Christopher has passed the Series 6, 7, 24, 63, 65, 99TO and SIE examinations and is active in both the Broker-Dealer and Investment Advisor industries. Christopher offers financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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.
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2
MI
08/27/2012 - Present
Osaic FA, Inc. (SOUTHFIELD MI)
MI
09/15/2006 - 08/01/2012
COMERICA SECURITIES (DETROIT MI)
MI
07/03/2001 - 09/08/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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