Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Charlebois Denis is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher is a registered investment advisor in Michigan and Texas and holds Series 7TO, 63 and 65 licenses. Christopher has been in the financial industry since 2010 and has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Fidelity Personal And Workplace Advisors is a large firm with over 1,362,400 clients and over $818 billion in assets under management. The firm provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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
MI
05/16/2024 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
IA
Issued 02/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Christopher Denis is the right advisor for you? Invested Better is here to help.
