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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Harrison is a financial advisor at Fidelity Personal and Workplace Advisors in WESTLAKE, TX. Christina has been working in the financial services industry since 2017 and has a Series 63, 66, 7, 9, 10, and SIE licenses. Christina is registered with the state of Texas and Colorado to provide investment advisory services and also holds a FINRA registration. Christina specializes in retirement planning, college savings, investment management, and financial planning for individuals and families.
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
TX
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 02/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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