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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 Accola is an investment advisor representative with Fidelity Personal and Workplace Advisors. Christopher is registered with the state of Florida as an investment advisor representative. Christopher has been in the securities industry since 2019. Christopher has experience with Fidelity Personal and Workplace Advisors and previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christopher holds Series 66, 31, 7TO, SIE, 9, and 10 licenses. Christopher works out of Fidelity Personal and Workplace Advisors' Lutz, Florida office. Christopher is also a limited partner in Proficient Auto Mobile Mechanics. Christopher is a licensed investment advisor representative in Florida and Texas.
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
FL
12/02/2021 - Present
Fidelity Personal AND Workplace Advisors (LUTZ FL)
NC
05/02/2019 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FUQUAY VARINA NC)
BOTH
Issued 05/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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