Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Kimball is a financial advisor with Fidelity Personal and Workplace Advisors. Christian has been a registered representative for over 25 years and has a wide range of experience in the financial services industry. Christian holds several licenses and certifications, including the Series 6, 7, 9, 10, 63, and 66 licenses. Christian is committed to providing personalized financial advice to clients, and Christian works with individuals, families, and businesses to help them achieve their financial goals. Christian's primary business is with Fidelity Personal And Workplace Advisors. Christian has also been a member of The Family Club since 2025.
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
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ORINDA CA)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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