Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael O'Donnell is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the financial industry since February 2023. He is registered in 53 states and the District of Columbia as a broker-dealer and investment advisor representative. Christopher is also a licensed insurance agent. He has experience in financial planning and portfolio management for individuals and businesses. He has also worked as a financial advisor for Fidelity Investments. Christopher is committed to providing his clients with personalized financial advice that meets their individual needs.
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
TX
10/10/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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