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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Koyama is a financial advisor with Fidelity Personal and Workplace Advisors, with over 7 years of experience in the financial services industry. Christopher Koyama is a registered representative of Fidelity Personal and Workplace Advisors and holds the Series 7, Series 66, and SIE securities licenses. Christopher Koyama's specializations include providing financial planning, portfolio management for individuals, and portfolio management for businesses. Christopher Koyama is located in Campbell, California and is registered to provide advisory services to clients in Arizona, California, Colorado, Delaware, Florida, Hawaii, Idaho, Massachusetts, Nevada, New York, North Carolina, Oregon, Texas, Utah, Virginia, and Washington.
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
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
05/24/2018 - 09/22/2021
E*TRADE SECURITIES LLC (Menlo Park CA)
CA
01/04/2016 - 05/24/2018
BANCWEST INVESTMENT SERVICES, INC. (SAN JOSE CA)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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