Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Shingler is a financial advisor with Fidelity Personal and Workplace Advisors. He is registered with FINRA and the Securities and Exchange Commission (SEC). Christopher has been in the financial services industry since 2004. He has extensive experience providing financial advice to individuals, families, and businesses. Christopher has a comprehensive understanding of investment strategies and financial planning, and he is committed to providing personalized service and working with clients to achieve their financial goals.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
12/05/2007 - 05/21/2010
HSBC SECURITIES (USA) INC. (NEW YORK NY)
UT
02/02/2006 - 10/04/2007
KEY INVESTMENT SERVICES LLC (MURRAY UT)
IL
07/06/2005 - 11/17/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/27/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
11/05/2003 - 04/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/2003 - 01/14/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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