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Christian Joseph Faino

Fidelity Personal AND Workplace Advisors

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About Christian Joseph Faino

Christian Faino is a financial advisor with over 20 years of experience in the industry. Christian is currently registered with Fidelity Personal And Workplace Advisors in Medford, NJ. Christian specializes in providing financial advice to individuals, businesses, and institutions. Christian has a wide range of experience in investment management, financial planning, and retirement planning. Christian's goal is to help clients achieve their financial goals through personalized and comprehensive financial advice.

Firm Information

Christian Faino is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Faino’s Registration & Firm History

NJ

07/09/2020 - Present

Fidelity Personal AND Workplace Advisors (MEDFORD NJ)

PA

07/05/2012 - 06/02/2020

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

NJ

03/05/2007 - 12/07/2011

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

VT

12/14/2005 - 02/22/2007

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

OH

03/18/2005 - 11/28/2005

GARTMORE DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

PA

12/16/2004 - 03/04/2005

PNC INVESTMENTS (PITTSBURGH PA)

MO

05/13/2003 - 08/20/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

04/27/2001 - 04/30/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

OH

03/06/2000 - 04/20/2001

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

NY

12/22/1998 - 04/16/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MN

05/20/1998 - 10/19/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/20/1998 - 10/19/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/01/2002

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Christian Joseph Faino.
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