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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 Lutz is a financial advisor with Fidelity Personal AND Workplace Advisors. Christopher has been in the financial services industry since November 2006. Christopher is licensed to provide financial advice in Alabama, Arizona, Florida, Illinois, Indiana, Michigan, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, South Carolina, Texas, and Virginia. Christopher Lutz is a registered representative of Fidelity Brokerage Services LLC and a Registered Investment Advisor representative of Fidelity Personal AND Workplace Advisors LLC.
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
IN
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (SOUTH BEND IN)
IN
10/21/2020 - 02/13/2023
PNC INVESTMENTS (GRANGER IN)
IN
05/12/2017 - 10/22/2020
LPL FINANCIAL LLC (MISHAWAKA IN)
IN
12/02/2010 - 05/01/2017
PNC INVESTMENTS (MISHAWAKA IN)
IN
07/26/2006 - 10/18/2010
CHASE INVESTMENT SERVICES CORP. (ELKHART IN)
IA
Issued 05/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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