Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina MacMillan is a financial advisor at Fidelity Personal and Workplace Advisors. Christina is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 10 years. Christina has a wide range of experience in the financial services industry, working at TD Waterhouse Investor Services, Inc., H&R Block, and Lionbridge Technologies before joining Fidelity. Christina holds both Series 63 and Series 66 securities licenses as well as Series 7 and Series 10 FINRA licenses.
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
NC
02/06/2019 - Present
Fidelity Personal AND Workplace Advisors (CARY NC)
NE
07/14/1999 - 08/15/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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