Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward Fitzgerald is a financial professional with over 28 years of experience in the financial services industry. Christopher is currently registered with both Morningstar Investment Management LLC and Morningstar Investment Services LLC in Illinois. Christopher's previous employers include Nuveen Securities, LLC, Invesco Distributors, Inc., Van Kampen Funds Inc., Nationwide Investment Services Corporation, and Strong Investments, Inc. Christopher holds a variety of securities licenses, including Series 7, 6, 63, 65, 66, 24, 79TO, and 7TO. Christopher has a strong background in portfolio management and has experience working with individuals, businesses, investment companies, and pooled investment vehicles. Christopher specializes in providing financial advice and investment management services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Technology licensing fees, percentage of assets under advisement
1
2
IL
06/16/2023 - Present
Morningstar Investment Management LLC (CHICAGO IL)
IL
06/21/2010 - 07/15/2021
NUVEEN SECURITIES, LLC (CHICAGO IL)
TX
06/01/2010 - 06/22/2010
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IL
04/03/2007 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
OH
04/16/2003 - 03/13/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
WI
03/10/1993 - 01/09/2003
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 10/15/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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