Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Pinto is a registered investment advisor representative at Fidelity Personal And Workplace Advisors. Christine has been in the industry since 2015 and holds the Series 66, Series 7, Series 99 and SIE licenses. Christine is registered to provide investment advice in 53 states and the District of Columbia. Christine is a financial advisor at Fidelity Personal And Workplace Advisors which is a registered investment advisor firm based in Boston, MA. The firm has approximately 13624 clients and manages more than $818 billion in assets. The firm provides financial planning, educational seminars, and selection of other advisors as well as portfolio management for individuals and businesses.
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
01/05/2022 - Present
Fidelity Personal AND Workplace Advisors (ORLANDO FL)
FL
12/01/2020 - 08/11/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
04/01/2015 - 10/11/2018
COWEN EXECUTION SERVICES LLC (Orlando FL)
NY
09/17/2012 - 04/01/2015
G-TRADE SERVICES LLC (NEW YORK NY)
BOTH
Issued 04/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Christine Pinto is the right advisor for you? Invested Better is here to help.
