Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wong is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the financial industry for 2 years. Christopher has Series 7TO, Series 66 and SIE licenses. Christopher is registered to provide investment advice in several states including Arkansas, California, Colorado, Florida, Louisiana, Massachusetts, Nevada, New Mexico, Oklahoma, Texas, Washington and Wisconsin. Christopher specializes in providing financial advice to individuals, corporations, and high-net-worth individuals. Christopher is also a Certified Financial Planner and a Chartered Financial Consultant. Christopher is also registered as an investment advisor representative with Fidelity Personal And Workplace Advisors.
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
TX
01/02/2025 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
CA
09/18/2021 - 03/21/2023
FIDELITY BROKERAGE SERVICES LLC (SAN JOSE CA)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Wong is the right advisor for you? Invested Better is here to help.
