Unclaimed
Christian Knudson Williams is a registered representative with Fidelity Brokerage Services LLC. Christian Knudson Williams has been in the industry since May 2023. Christian Knudson Williams is registered in 52 states and is active in both the broker-dealer and investment advisor scopes. Christian Knudson Williams is a registered representative of Fidelity Personal And Workplace Advisors, which is a firm based in Boston, MA with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, portfolio management, educational seminars and selection of other advisers.
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
CO
05/26/2023 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 07/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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