Unclaimed
Christopher Antonelli is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the securities industry since April 2016. Christopher has passed the Series 66, Series 7 and SIE exams. Christopher holds active securities licenses in 53 states and the District of Columbia. Christopher also holds active Investment Advisor Representative licenses in 2 states. Previously, Christopher was with Santander Securities LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Securian Financial Services, Inc..
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
RI
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
06/18/2019 - 09/24/2021
SANTANDER SECURITIES LLC (Seekonk MA)
MA
04/04/2017 - 05/30/2019
MORGAN STANLEY (WESTBOROUGH MA)
RI
03/12/2015 - 10/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
10/09/2014 - 01/15/2015
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
BOTH
Issued 11/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Christopher Antonelli is the right advisor for you? Invested Better is here to help.