Unclaimed
Christopher McDermott is an investment advisor representative with Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry since December 1995. Christopher holds the Series 63, 65, 7, 9, 10, 99TO and SIE licenses. Christopher is registered in 53 states and is currently affiliated with Fidelity Brokerage Services LLC.
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
MA
12/07/1995 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
IA
Issued 03/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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