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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 Evans is a financial advisor with Fidelity Personal And Workplace Advisors in Charlotte, North Carolina. Christopher has been working in the financial services industry since March 2017 and is registered as a Registered Representative (Series 7 and Series 63) as well as a Registered Investment Advisor (Series 65). Christopher is also a Certified Financial Planner (CFP®). Christopher's specializations include investment management, financial planning, retirement planning, and estate planning. Christopher's firm offers a range of financial services, including investment management, financial planning, and retirement planning.
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
NC
06/21/2024 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NC
03/01/2017 - 03/21/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 05/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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