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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 Thomas Barrett is an Investment Advisor Representative with Fidelity Personal AND Workplace Advisors. Christian Barrett has over 20 years of experience in the financial services industry. Christian Barrett is registered with FINRA as a General Securities Representative, holds the Series 31 and Series 65 licenses and is registered in 29 states as a broker and investment advisor. Christian Barrett has a Series 63 license and is registered in 31 states as a broker. In addition, Christian Barrett is qualified to provide financial planning services. Christian Barrett's current employment with Fidelity Personal AND Workplace Advisors began in July 2018. Prior to that, Christian Barrett was employed by Fidelity Investments in Salt Lake City, Utah. Christian Barrett specializes in working with high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Christian Barrett's focus is on providing portfolio management for individuals and businesses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
04/18/2006 - 07/08/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEARFIELD UT)
UT
02/25/2005 - 02/09/2006
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
RI
12/20/2000 - 03/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
WI
06/27/2000 - 11/17/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
06/27/2000 - 11/16/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
01/14/2000 - 05/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
RI
09/01/1999 - 01/06/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 01/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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