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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 Dorman is an investment advisor representative at Fidelity Personal and Workplace Advisors. Christopher has been in the industry since 2021. Christopher is licensed to offer investment advisory services in 53 states, and is also a registered representative of FINRA. Christopher provides investment advisory services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Christopher also provides financial planning and educational seminars.
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
FL
07/26/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 06/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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