Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christoph? Claim Your ProfileChristoph Chavez is a registered investment advisor representative for Fidelity Personal and Workplace Advisors. Christoph has been in the financial services industry since 2011. Christoph's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and MetLife Securities Inc.. Christoph holds the Series 66, Series 7, and SIE licenses. Christoph is registered with the Financial Industry Regulatory Authority (FINRA) and has been licensed in multiple states across the US.
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
CA
10/26/2021 - Present
Fidelity Personal AND Workplace Advisors (TORRANCE CA)
CA
03/01/2016 - 08/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURBANK CA)
CA
09/22/2011 - 02/26/2016
METLIFE SECURITIES INC. (BREA CA)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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