Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christin? Claim Your ProfileChristin Haley, an investment advisor representative with Fidelity Personal And Workplace Advisors, has over 20 years of experience in the industry. Christin has a Series 63, 65, 7, 9, 10 and SIE licenses. Christin is registered in 53 states and 3 states as an IA. Christin is based in the Boston office of 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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BC
Issued 02/09/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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