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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 Berben is a financial advisor at Fidelity Personal and Workplace Advisors. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional with over 13 years of experience in the financial services industry. He is registered in Ohio, Texas, and Florida and has a strong understanding of investment strategies and financial planning. He is passionate about helping clients achieve their financial goals and providing them with personalized advice. Christopher has a proven track record of success in helping clients achieve their financial goals. He is committed to providing his clients with the highest level of service and expertise. In addition to working with individuals, Christopher also has experience working with businesses, helping them to develop and implement financial plans.
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
OH
01/23/2024 - Present
Fidelity Personal AND Workplace Advisors (AVON LAKE OH)
OH
05/01/2020 - 10/12/2021
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND HEIGHTS OH)
OH
01/24/2019 - 10/15/2019
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND HEIGHTS OH)
NH
10/18/2010 - 04/20/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2015
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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