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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 Clancy is a financial advisor with Global Wealth Strategies and Associates, LLC. Christopher has been in the financial industry since 2021 and holds Series 7, 10, 9, 63 and 66 licenses. Christopher is a registered investment advisor in Colorado and is active in the financial industry. Christopher has been employed by Fidelity Investments since 2021. Christopher Clancy is a financial advisor with Global Wealth Strategies and Associates, LLC. Christopher has been in the financial industry since 2021 and holds Series 7, 10, 9, 63 and 66 licenses. Christopher is a registered investment advisor in Colorado and is active in the financial industry.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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CO
11/09/2022 - Present
Global Wealth Strategies AND Associates, LLC (DENVER CO)
CO
02/18/2021 - 09/26/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 11/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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