Unclaimed
Christopher Kear is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Christopher has been in the industry since August 2020 and is licensed to conduct business in Connecticut, Florida, Massachusetts, New Hampshire, Rhode Island and Texas. Christopher's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher has earned the Series 7TO, Series 66, and SIE licenses. Christopher specializes in helping individuals, corporations, businesses, and retirement plan participants with their financial needs.
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
RI
01/19/2022 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
RI
07/24/2020 - 12/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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