Unclaimed
Christopher Devin Finnegan is a registered investment advisor representative with Fisher Investments. Christopher Finnegan has been in the securities industry for over 5 years and has a Series 66, Series 63, and Series 7 licenses. Christopher Finnegan is currently registered with Fisher Investments in Florida and Texas. Christopher Finnegan previously worked for Fidelity Brokerage Services LLC in Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
05/09/2022 - Present
Fisher Investments (TAMPA FL)
FL
03/04/2016 - 02/12/2021
FIDELITY BROKERAGE SERVICES LLC (THE VILLAGES FL)
BOTH
Issued 10/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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