Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher John Barnes is a financial advisor with over 10 years of experience in the financial industry. Christopher has a Series 6, 7, 63, and 66 license and is a Certified Financial Planner. Christopher is currently registered with Fidelity Personal and Workplace Advisors in Boston, MA. Previously, Christopher was registered with Northwestern Mutual Investment Services, LLC in Melville, NY. Christopher specializes in providing financial advice to individuals, businesses, pension and profit sharing plans, and charitable organizations.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/16/2011 - 10/27/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
BOTH
Issued 11/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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