Unclaimed
Christian Furze is a financial advisor at Fidelity Personal And Workplace Advisors. Christian has been in the financial services industry since February 5, 2009. Christian's registration with FINRA is active. Christian specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christian holds Series 6, 7, 9, 10, 26, 63, and 66 licenses. Christian has been registered with Fidelity Brokerage Services LLC, Fidelity Investments and Fidelity Personal And Workplace Advisors in the past. Christian is a financial advisor at Fidelity Personal And Workplace Advisors.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
10/13/2008 - 07/19/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 06/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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