Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Collier is a financial advisor with Fidelity Personal and Workplace Advisors in Boston, MA. Christopher has been in the financial industry since 2004. Christopher holds the Series 6, 7, and 66 licenses and the SIE exam. Christopher is a Certified Financial Planner (CFP). In addition to his current role, Christopher has previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., and SunAmerica Capital Services, Inc. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OR
10/01/2012 - 04/20/2015
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
04/20/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
NY
01/03/2011 - 04/18/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
04/14/2009 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
NJ
11/11/2004 - 03/10/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BOTH
Issued 04/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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