Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pagel is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry since November 2021. Christopher is registered in 53 states, including Colorado, Texas, and Alabama. Christopher holds the Series 7, 63, and 66 licenses. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Christopher provides financial services to a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Christopher is a member of the Financial Industry Regulatory Authority (FINRA).
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
CO
06/21/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 05/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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