Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Springer is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the industry for 1 year and has 53 state registrations and 2 IA registrations. Christopher's licenses include Series 63, 66, and 7. Christopher also owns a small rental property business, Tofu Properties LLC. Christopher has worked at Huntington National Bank, Huntington Investment Company, and Vanguard Marketing Corporation. Christopher provides financial planning, educational seminars, and portfolio management for businesses and individuals.
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
OH
03/21/2023 - Present
Fidelity Personal AND Workplace Advisors (CLEVELAND OH)
AZ
03/25/2022 - 09/08/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
OH
09/30/2021 - 03/23/2022
THE HUNTINGTON INVESTMENT COMPANY (BROADVIEW HEIGHTS OH)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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