Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Anquan Marshall is a registered representative of Fidelity Personal And Workplace Advisors in Westlake, TX. Christopher has been in the industry since January 21, 2020. Christopher has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), Investment Company Products/Variable Contracts Representative Examination (Series 6) and the Uniform Combined State Law Examination (Series 66). Christopher is also a registered investment advisor in Texas.
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
TX
01/27/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/15/2015 - 01/18/2017
STATE FARM VP MANAGEMENT CORP. (RICHARDSON TX)
BOTH
Issued 01/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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