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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 Franklyn Svirsky is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has over 13 years of experience in the financial services industry. He is registered with the state of California and Texas and holds the Series 63, 65, 7, 9, 10 and SIE licenses. Christopher specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Christopher is committed to helping clients achieve their financial goals through personalized advice and customized investment strategies.
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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2
CA
08/21/2024 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
08/07/2020 - 10/14/2020
NYLIFE SECURITIES LLC (GLENDALE CA)
CA
10/08/2019 - 06/18/2020
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
FL
12/10/2007 - 04/23/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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