Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher T. Bourdeau is a financial advisor registered with Bolton Securities Corp. located in Bolton, MA. Christopher has been in the industry since 2011 and holds the Series 7, Series 24, Series 4, Series 52TO, Series 53, and Series 66 licenses. Christopher has experience working with Bolton Global Capital and Bolton Securities Corp. in the Bolton, MA area. Christopher also owns and operates a rental property in Boston, MA.
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.
Earned based on transactions or products sold.
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
11/19/2014 - Present
Bolton Securities Corp. (BOLTON MA)
MA
12/08/2010 - 03/25/2014
BOLTON GLOBAL CAPITAL (BOLTON MA)
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/10/2012
Series 4 - Registered Options Principal Examination
BC
Issued 04/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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