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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 Laucks is an investment advisor representative with Fidelity Personal And Workplace Advisors. Christopher has been in the industry since 2013 and has experience working with Ameritas Investment Company, LLC, Invesco Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Columbia Management Investment Distributors, Inc., and Putnam Retail Management Limited Partnership. Christopher is registered with FINRA and holds the Series 7, 63, and 65 licenses. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars to clients. Christopher also has experience working with charitable organizations and pension and profit-sharing plans.
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
MA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
NE
08/26/2019 - 04/22/2021
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
MA
10/31/2018 - 05/30/2019
INVESCO DISTRIBUTORS, INC. (BOSTON MA)
NY
02/10/2017 - 05/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
11/01/2013 - 01/11/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
04/09/2013 - 10/21/2013
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 12/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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