Unclaimed
Christopher Gaetano is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher Gaetano has been in the financial services industry since 2020. Christopher Gaetano is a registered representative of FINRA and holds the Series 7, Series 63, and Series 66 licenses. Christopher Gaetano is also registered as an Investment Advisor Representative in Arizona, California, Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, Texas and Virginia. Christopher Gaetano specializes in providing financial advice to individuals and businesses. Christopher Gaetano provides financial planning, educational seminars, and selection of other advisors.
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
NY
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (NANUET NY)
BOTH
Issued 05/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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