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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 Carvotta is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher has been in the financial services industry since 2001 and has a strong background in both investment advisory and brokerage services. Christopher has a wide range of experience, including working at TD Ameritrade and Fidelity Brokerage Services. Christopher holds a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Christopher is registered with FINRA and has been active in the investment advisory industry for over two decades.
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)
CA
07/01/2008 - 09/10/2008
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
01/24/2001 - 06/26/2008
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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