Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bellini is an active Registered Representative and Investment Advisor Representative. Christopher has been in the financial industry since December 9, 2007. Christopher is currently registered with Fidelity Personal and Workplace Advisors and previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Christopher holds Series 66, Series 9, Series 10, SIE, and Series 7 licenses. Christopher has a total of 27 approved state registrations and 2 approved IA state registrations. Christopher is registered to do business in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, and Wisconsin. Christopher specializes in working with individuals and businesses. Christopher's firm, Fidelity Personal and Workplace Advisors, is a large firm with approximately 1,362,400 clients and has $1 billion - $10 billion in assets under management.
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
MA
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
10/23/2009 - 07/20/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)
NJ
11/14/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
BOTH
Issued 11/6/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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