Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Capalbo is a financial advisor with over 11 years of experience in the industry. Christopher is currently registered with Fidelity Personal And Workplace Advisors, and has also previously been registered with LPL Financial LLC. Christopher has a broad range of experience, having worked for several firms in various roles. Christopher holds the Series 66, Series 7, Series 3, and Series 30 licenses. Christopher is registered to provide advisory services in 12 states.
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
CT
08/31/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
CT
01/09/2020 - 07/11/2023
LPL FINANCIAL LLC (WILTON CT)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 12/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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