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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 Patterson is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Christopher has been in the industry for over 7 years. Christopher's current registrations include Securities and Investment Advisory Representatives in Colorado and Texas. Christopher has a Series 7TO and a Series 66 license. Christopher is registered with 52 states and has a total of 54 registrations across both securities and investment advisory representatives. Christopher has taken the SIE, Series 7TO and the Uniform Combined State Law Examination in the past year. Christopher is a member of the Financial Industry Regulatory Authority (FINRA). Christopher is also a licensed agent. Christopher provides financial planning and portfolio management services to individuals and businesses. Christopher also provides educational seminars. Christopher is affiliated with the following firm: Fidelity Personal And Workplace 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.
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2
CO
09/05/2024 - Present
Fidelity Personal AND Workplace Advisors (BROOMFIELD CO)
BOTH
Issued 08/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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