Unclaimed
Christopher Walker is a financial advisor at Fidelity Personal And Workplace Advisors. Christopher has been in the industry since November 2013. Christopher has Series 6, 7, 63 and 65 licenses. Christopher is a Certified Financial Planner. Christopher is registered to provide investment advisory services in Michigan, Massachusetts and Florida. Christopher also provides securities-related services in Michigan, Massachusetts and Florida. Christopher works out of the Novi, Michigan office. Christopher has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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
MI
04/16/2024 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
MI
11/15/2013 - 04/02/2024
THE HUNTINGTON INVESTMENT COMPANY (BRIGHTON MI)
IA
Issued 04/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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