Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bolisay is a financial advisor registered with Fidelity Personal And Workplace Advisors. Christopher has been in the industry since May 2004, with a focus on providing financial planning services to individuals and businesses. Christopher has a strong background in investment management and holds the Series 7, Series 10, Series 24, and Series 66 securities licenses. Christopher is also a Certified Financial Planner™.
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
TX
09/23/2019 - Present
Fidelity Personal AND Workplace Advisors (Westlake TX)
TX
09/06/2007 - 01/24/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/25/2005 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
10/29/2003 - 05/16/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 11/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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