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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 Boresen is an investment advisor representative, registered with Fidelity Brokerage Services LLC. Christopher has been in the securities industry for over 10 years. Christopher has licenses for securities and investment advisory, and has a total of 5 passed exams, including Series 6, 7, 9, 10, 63, and 66. Christopher is registered in Colorado, Massachusetts, Texas, and Utah for both securities and investment advisory services. Prior to Christopher's current position at Fidelity Brokerage Services, Christopher was employed at J.P. Morgan Securities LLC in Fort Collins, Colorado, and Chase Investment Services Corp. in Fort Collins, Colorado. Christopher is currently employed at Fidelity Personal and Workplace Advisors in Boston, Massachusetts.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
10/01/2012 - 07/01/2015
J.P. MORGAN SECURITIES LLC (FT COLLINS CO)
CO
08/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT COLLINS CO)
BOTH
Issued 5/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/7/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/23/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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