Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chester? Claim Your ProfileChester Gregory Chappell is a financial advisor with Fidelity Personal And Workplace Advisors. Chester has been in the financial industry since 2001. Chester is registered with the Securities and Exchange Commission as a broker-dealer and as an investment advisor. Chester is also registered with the states of California, Oregon, Texas, and Washington. Chester has a variety of experience in the industry including working with AllianceBernstein Investments, Inc., Columbia Management Investment Distributors, Inc., ALPS Distributors, Inc., GRAIL SECURITIES, LLC, and Charles Schwab & Co., Inc.. Chester holds multiple professional licenses including a Series 7, Series 24, Series 63, and Series 66 license. Chester specializes in providing investment advice to individuals, businesses, and corporations.
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.
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.
1
2
CA
08/20/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
ME
05/24/2021 - 09/06/2022
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
GA
02/06/2018 - 07/16/2019
ALLIANCEBERNSTEIN INVESTMENTS, INC. (ATLANTA GA)
MA
07/06/2011 - 10/03/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
CA
03/25/2009 - 07/18/2011
ALPS DISTRIBUTORS, INC. (SAN FRANCISCO CA)
CA
06/17/2008 - 03/19/2009
GRAIL SECURITIES, LLC (SAN FRANCISCO CA)
CA
06/19/1997 - 06/09/2008
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BOTH
Issued 10/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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