Unclaimed
Christopher Rysak is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry since March 16, 2003. Christopher holds Series 6, 7, 63, and 66 licenses, and the SIE exam. Christopher is also a Certified Financial Planner. Previous to Fidelity Personal And Workplace Advisors, Christopher was registered with Charles Schwab & Co., Inc. and T. Rowe Price Investment Services, Inc.. Christopher specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
VA
11/22/2023 - Present
Fidelity Personal AND Workplace Advisors (GLEN ALLEN VA)
VA
07/14/2016 - 10/25/2023
CHARLES SCHWAB & CO., INC. (Glen Allen VA)
FL
12/12/2011 - 06/21/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
09/17/2007 - 07/12/2011
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
AZ
07/24/2002 - 07/23/2007
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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