Unclaimed
Christopher Michael Elkhoury is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion - $10 billion in assets under management. Christopher is a registered investment advisor representative in 53 states and the District of Columbia. Christopher has been in the industry since January 16, 2020. Christopher holds the following securities licenses: Series 63, Series 66, Series 7TO, and SIE. Christopher specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Christopher also provides portfolio management services for investment companies and pooled investment vehicles.
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.
1
2
TX
03/09/2022 - Present
Fidelity Personal AND Workplace Advisors (KATY TX)
BOTH
Issued 10/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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