Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Luttman is a financial advisor with Fidelity Personal And Workplace Advisors. Chris has been in the financial industry since 1993. Chris is licensed to provide financial advice in 52 states and the District of Columbia. Chris specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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CO
05/02/2022 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
CO
04/22/2019 - 03/02/2022
U.S. BANCORP INVESTMENTS, INC. (AURORA CO)
CO
03/20/2015 - 04/29/2019
KEY INVESTMENT SERVICES LLC (HIGHLANDS RANCH CO)
CO
11/14/2014 - 03/27/2015
BANCWEST INVESTMENT SERVICES, INC. (FRISCO CO)
CO
09/23/2013 - 11/19/2014
BOSC, INC. (DENVER CO)
AZ
01/14/2005 - 03/12/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHOENIX AZ)
NJ
02/04/2004 - 12/06/2004
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TN
02/18/2002 - 02/02/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
MA
03/19/1997 - 05/16/2001
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
CO
08/18/1994 - 08/22/1995
R A F FINANCIAL CORPORATION (DENVER CO)
NY
06/30/1990 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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