Unclaimed
Christine Singer is a financial advisor with Fidelity Personal And Workplace Advisors. Christine has been in the industry since 2018 and has a combined state law license (Series 66) as well as a securities agent state law license (Series 63). Christine's specialties include financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Christine has over 1,000 clients with over $1 billion in assets under management.
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
NC
02/28/2020 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 02/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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