Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Fredo is a financial professional with over 20 years of experience in the financial services industry. Christopher is currently registered with Cetera Investment Advisers LLC. Christopher has previously been registered with NYLIFE SECURITIES LLC and FIDELITY BROKERAGE SERVICES, INC. Christopher holds Series 6, 7, 26, and 63 licenses. Christopher is also a Certified Financial Planner and a Chartered Financial Consultant. Christopher provides financial planning, portfolio management for individuals and businesses, pension consulting 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.
Guidance on pension options to ensure a secure financial future.
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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MA
08/27/2024 - Present
Cetera Investment Advisers LLC (HYANNIS MA)
MA
05/06/2004 - 08/19/2024
NYLIFE SECURITIES LLC (CENTERVILLE MA)
RI
09/20/1996 - 07/31/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 6/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/30/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/5/2010
Series 7 - General Securities Representative Examination
BC
Issued 5/5/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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