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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 Russo is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher has been in the financial services industry for over 20 years. He has a background in securities and has a Series 66, Series 7, Series 9, Series 10, and Series 24. He has a CFP® certification. Christopher has been registered with Fidelity Personal and Workplace Advisors since 2018. Prior to that, Christopher worked for UBS Financial Services Inc. Christopher has experience in providing financial planning and investment advice to individuals and businesses. Christopher is also able to select other advisors for clients. His firm manages assets for high-net-worth individuals, corporations, and pension plans.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
10/14/2003 - 07/10/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/03/2002 - 10/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
03/31/2000 - 12/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/31/2000 - 12/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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