Unclaimed
Chris Maddock is a financial advisor with Fidelity Personal and Workplace Advisors. Chris has been in the industry since January 2003. Chris is licensed to provide investment advice in Ohio and Texas. Chris has a wide range of experience in the financial services industry, including previous experience with Fifth Third Securities, Inc.. Chris is committed to providing personalized financial advice to clients.
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
MA
06/04/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
10/29/2002 - 12/07/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 04/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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