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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Alexander is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over 13,000 clients. Christopher has worked as an advisor for over 20 years. He has a Series 7 and 66 licenses and the Series 6 and SIE exams. Christopher also holds a Series 63 license. Christopher's expertise includes providing financial planning, portfolio management for individuals and businesses, and educational seminars. Christopher has been a board member of the Manalapan Baseball and Softball organization since 2018. He is registered in 20 states and has worked with a variety of firms throughout his career.
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
NJ
08/13/2021 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY NJ)
MN
01/27/2017 - 08/13/2020
THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)
MN
01/27/2017 - 06/13/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NY
05/09/2013 - 11/11/2016
SCHRODER FUND ADVISORS LLC (NEW YORK NY)
NC
01/04/2010 - 04/23/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
MA
09/27/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
MA
10/18/2006 - 09/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
MA
03/15/2001 - 07/11/2006
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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