Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lamont Lewis is an investment advisor representative at Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry since October 5, 2009. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 9, 10, 63 and 66 securities licenses. Christopher is also registered with the state of Maryland as an investment advisor representative. Christopher has previously worked at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and T. Rowe Price Investment Services, Inc.
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
MD
11/23/2021 - Present
Fidelity Personal AND Workplace Advisors (BALTIMORE MD)
MD
09/06/2016 - 09/14/2021
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
NY
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
06/24/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
MD
06/19/2008 - 06/25/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 11/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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