Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Demania is a financial advisor with over 5 years of experience in the financial services industry. Christopher is registered with Fidelity Personal And Workplace Advisors and has been working for them since April 2024. Christopher previously worked for Goldman Sachs & Co. LLC. Christopher is a Certified Financial Planner and holds FINRA Series 7TO, Series 63, Series 65, and SIE licenses. Christopher is registered with the following states: Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, and Virginia.
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
NY
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (ALBANY NY)
NY
01/04/2021 - 04/17/2024
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
02/25/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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