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Christopher McSherry is a Registered Representative with Fidelity Personal and Workplace Advisors in Boston, MA. Christopher has a strong background in the financial industry, holding licenses in multiple states. Christopher has passed multiple Series exams demonstrating expertise in financial services. Christopher has extensive experience in providing financial planning and portfolio management services to a wide range of clients, including individuals, corporations and charitable organizations.
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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MA
02/11/2025 - Present
Fidelity Personal AND Workplace Advisors (MARBLEHEAD MA)
Active
Inactive
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