Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mishler is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in regulatory assets under management. Christopher has been in the financial services industry since 2020 and has a Series 7, 66, and SIE license. Christopher is a registered investment advisor and holds registrations in several states. Christopher offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Christopher is committed to providing personalized advice and guidance to his clients.
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
CT
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
CT
12/15/2021 - 02/07/2023
CHARLES SCHWAB & CO., INC. (West Hartford CT)
CT
12/08/2020 - 10/12/2021
INFINEX INVESTMENTS, INC. (MERIDEN CT)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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