Unclaimed
Christine Hrdlicka is an investment advisor representative at Fidelity Personal And Workplace Advisors. Christine has been in the securities industry since January 17, 2017. Christine has Series 7, 9, 10, and 66 licenses. Christine has been registered with Fidelity Personal And Workplace Advisors since June 30, 2023. Christine was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from December 23, 2016 to January 20, 2022. Christine has a specialization in financial planning, educational seminars, portfolio management for individuals, and portfolio management for businesses. Christine has also worked at Bank of America, N.A. and The Village Dentist and Orthodontist.
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
FL
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
12/23/2016 - 01/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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