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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 Barnes is a registered investment advisor representative for Fidelity Personal And Workplace Advisors. Christopher has been in the industry since 2003 and holds Series 66, Series 7 and SIE licenses. Christopher has been registered in several states, including Delaware, Maryland, and Texas, as well as being registered with FINRA.
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
DE
02/03/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE DE)
MA
06/19/2007 - 03/11/2020
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
06/20/2006 - 03/23/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
05/17/2004 - 06/20/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MD
10/29/2002 - 03/14/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NY
02/08/2001 - 09/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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