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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 Harsvik is an investment advisor representative with Fidelity Personal And Workplace Advisors, where Christian is registered with the state of California and Texas. Christian has passed the Series 7, Series 63, and Series 65 exams. Previously, Christian was an investment advisor representative at MML Investors Services, LLC in Lake Oswego, Oregon. Christian has been active in the industry for over 2 years. Christian specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and businesses. Christian is also registered as an investment advisor representative with Fidelity Personal And Workplace Advisors in the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Idaho, Illinois, Iowa, Maine, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, Ohio, Oregon, Puerto Rico, Tennessee, Texas, Utah, Virgin Islands, and Washington.
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
CA
06/27/2023 - Present
Fidelity Personal AND Workplace Advisors (SANTA MONICA CA)
OR
03/02/2021 - 12/08/2021
MML INVESTORS SERVICES, LLC (LAKE OSWEGO OR)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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