Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cordeiro is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Christopher has been working in the financial services industry since March 15, 1997, with past experience at Santander Securities LLC, CCO Investment Services Corp., UBS Financial Services Inc., Scudder Investor Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher holds the Series 31, Series 7, and Series 63 licenses, as well as the SIE and Series 65 exams.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
05/01/2014 - 05/05/2015
SANTANDER SECURITIES LLC (LOWELL MA)
MA
12/17/2012 - 04/09/2014
CCO INVESTMENT SERVICES CORP. (WESTON MA)
MA
09/04/1999 - 11/19/2012
UBS FINANCIAL SERVICES INC. (PEABODY MA)
NY
03/03/1997 - 10/13/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MN
02/16/1996 - 02/18/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/16/1996 - 02/18/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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