Unclaimed
Christopher Madril is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been working in the financial services industry since 2006 and holds a Series 6, 7, 10, 63, 66, and SIE licenses. Christopher is registered in California, Massachusetts, Nevada, Texas and Utah. Prior to joining Fidelity, Christopher worked at Morgan Stanley and Wells Fargo Advisors, LLC.
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
CA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
05/27/2014 - 06/16/2016
MORGAN STANLEY (SAN FRANCISCO CA)
CA
01/03/2011 - 05/14/2014
WELLS FARGO ADVISORS, LLC (SAN FRANSCISCO CA)
CA
02/14/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MERCED CA)
NY
06/29/2006 - 10/26/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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