Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Copeland is an investment advisor representative with Fidelity Personal and Workplace Advisors. Christian has been in the industry since 2014. Christian is licensed in 54 states and holds both Series 66 and Series 63 securities licenses as well as the Series 7. Christian worked previously for Emerson Equity LLC, Ascend Alternative Strategies, LLC, and Northstar Securities, LLC. Christian is experienced in portfolio management for individuals and businesses. Christian offers financial planning and educational seminars to clients. Fidelity Personal and Workplace Advisors manages $818,776,100,963 in assets.
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
UT
06/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
TX
02/20/2020 - 05/04/2020
EMERSON EQUITY LLC (Dallas TX)
TX
02/05/2018 - 04/06/2018
ASCENDANT ALTERNATIVE STRATEGIES, LLC (Austin TX)
CO
11/18/2014 - 01/18/2018
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 6/3/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/6/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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