Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Boschert is a registered representative with Fidelity Personal And Workplace Advisors. Christopher has been in the securities industry since May 8, 1989. Christopher has a broad range of experience in the financial services industry, including previous roles at Wells Fargo Clearing Services, LLC, FIRST CLEARING, LLC, Cambridge Investment Research, Inc., J.A. Glynn Investments, LLC., Sungard Brokerage & Securities Services LLC, Sungard Institutional Brokerage Inc., and A. G. Edwards & Sons, Inc. Christopher holds several licenses and certifications, including Series 7, 63, 24, 55, 66, SIE, 57TO, and 99TO. Christopher specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, 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
MO
04/13/2022 - Present
Fidelity Personal AND Workplace Advisors (ST CHARLES MO)
MO
11/11/2016 - 02/23/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/11/2016 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
10/15/2015 - 02/24/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAINT CHARLES MO)
MO
06/03/2014 - 10/24/2014
J.A. GLYNN INVESTMENTS, LLC. (ST LOUIS MO)
IL
10/01/2011 - 04/28/2014
SUNGARD BROKERAGE & SECURITIES SERVICES LLC (GENEVA IL)
MO
01/25/2002 - 09/30/2011
SUNGARD INSTITUTIONAL BROKERAGE INC. (ST. LOUIS MO)
MO
07/07/1993 - 01/17/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
09/24/1987 - 07/07/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 02/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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