Unclaimed
Christopher Odriscoll is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher has been working in the financial industry since September 1998. Christopher is registered to provide investment advisory services in 2 states. The firm is registered with the Securities and Exchange Commission. Christopher is also registered as a broker-dealer in 52 states and is affiliated with Fidelity Brokerage Services, Inc. Christopher has a number of professional designations and has passed several professional examinations. Christopher's firm manages assets on behalf of individuals, corporations, pension plans, and other investment companies. Christopher has a large number of clients and their assets under management are in the billions of dollars.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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