Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Smith is a financial advisor with over 10 years of experience in the industry. Christopher is currently registered with Fidelity Personal And Workplace Advisors. Christopher has been registered with Fidelity Personal And Workplace Advisors since June 2020. Prior to that, Christopher worked for Stifel, Nicolaus & Company, Incorporated, Fidelity Brokerage Services LLC, MPG Financial, LLC, MetLife Securities Inc, and AXA Advisors, LLC. Christopher has a strong track record of success in helping clients achieve their financial goals. Christopher is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals.
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
TX
06/23/2020 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
TX
08/16/2016 - 07/06/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LONGVIEW TX)
TX
08/06/2010 - 06/29/2016
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
TX
08/11/2009 - 03/09/2010
MPG FINANCIAL, LLC (RICHARDSON TX)
TX
07/28/2009 - 08/26/2009
METLIFE SECURITIES INC. (FORT WORTH TX)
TX
02/12/2009 - 05/29/2009
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Christopher Smith is the right advisor for you? Invested Better is here to help.
