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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Carboneau is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. Chris has been in the industry since 2010 and is registered with the state of Massachusetts as an Investment Advisor Representative. Chris has a Series 66, Series 10, Series 9, Series 7, and SIE. Chris is also registered with the state of Connecticut as an Investment Advisor Representative. Fidelity Personal and Workplace Advisors is a large firm with assets under management between $1 billion and $10 billion. Fidelity Personal and Workplace Advisors provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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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2
MA
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
04/22/2009 - 10/05/2009
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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