Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Bostetter is a financial advisor with Fidelity Personal And Workplace Advisors. Chris has been working in the financial services industry since 2017. Chris is registered as a Registered Representative in Arizona and Texas. Chris specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Chris also provides financial planning, educational seminars, and selection of other advisors services. Previous experience includes working with TD Ameritrade and Fidelity Brokerage Services.
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
AZ
06/23/2022 - Present
Fidelity Personal AND Workplace Advisors (CHANDLER AZ)
IL
06/01/2018 - 03/11/2021
TD AMERITRADE, INC. (OAK BROOK IL)
IL
12/05/2017 - 05/07/2018
FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Chris Bostetter is the right advisor for you? Invested Better is here to help.
