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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 David Conroy is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher David Conroy is a Registered Representative and Investment Advisor Representative. Christopher David Conroy has been in the financial services industry since October 6, 2005 and holds multiple licenses and registrations, including Series 63, 66, 7, 9, 10, and SIE. Christopher David Conroy has an active registration in Massachusetts, New Hampshire and Texas. Christopher David Conroy has a total of 4 approved state registrations, 3 approved IA state registrations, 2 approved SRO registrations and 1 approved FINRA registration. Christopher David Conroy currently provides advisory services to clients including financial planning, educational seminars, and selection of other advisers. Christopher David Conroy's main office location is in Burlington, 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
06/23/2022 - Present
Fidelity Personal AND Workplace Advisors (BURLINGTON MA)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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