Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chester? Claim Your ProfileChester Hopes Wortham is a financial advisor with Fidelity Personal and Workplace Advisors. Chester has been in the financial services industry since 2001. Chester has been registered with the state of Maryland as an Investment Advisor Representative since 2018. Chester has also been registered with the state of Texas as an Investment Advisor Representative since 2023. Chester holds the Series 6, Series 7, Series 63 and Series 65 licenses. Chester's areas of expertise include portfolio management for individuals and businesses, financial planning, and educational seminars. Chester has worked at Fidelity Brokerage Services LLC since 2013 and Fidelity Personal and Workplace Advisors since 2018.
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
MD
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (BETHESDA MD)
MD
11/03/2008 - 05/07/2013
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
05/04/2007 - 11/17/2008
LIBERTY LIFE SECURITIES LLC (COLUMBIA MD)
MD
11/06/2003 - 11/22/2006
AXA ADVISORS, LLC (COLUMBIA MD)
KS
03/06/2002 - 10/15/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
MD
11/14/2000 - 01/22/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 03/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Chester Wortham is the right advisor for you? Invested Better is here to help.
