Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Date is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry for over 8 years. Christopher has passed the Series 66, Series 7 and SIE exams. Christopher has experience with a wide range of financial services firms including J.P. Morgan Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Christopher also has experience working with individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Christopher is licensed to offer investment advice in 24 states.
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
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (TORRANCE CA)
CA
03/05/2019 - 07/09/2020
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
05/02/2018 - 02/27/2019
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
12/21/2016 - 04/23/2018
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
01/26/2016 - 12/27/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
07/10/2015 - 12/01/2015
WADDELL & REED (TORRANCE CA)
BOTH
Issued 10/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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