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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Charles Cook is a financial advisor with Fidelity Personal And Workplace Advisors. Christian has been working in the financial services industry since 2018. Christian is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66 and SIE licenses. Christian is registered with the state of Florida as an Investment Advisor Representative. Christian is also registered with the state of Texas as an Investment Advisor Representative. Christian works with high net worth individuals and retirement plans. Christian is also a licensed insurance agent. Christian is committed to providing clients with personalized financial advice.
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
FL
04/12/2024 - Present
Fidelity Personal AND Workplace Advisors (PALM HARBOR FL)
FL
05/06/2020 - 11/17/2021
TRINITY WEALTH SECURITIES, L.L.C. (TAMPA FL)
NJ
09/13/2017 - 02/04/2020
MORGAN STANLEY (MORRISTOWN NJ)
BOTH
Issued 12/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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