Unclaimed
Christopher Price is a financial advisor registered with Fidelity Personal and Workplace Advisors. Christopher has been in the financial industry for over seven years. Christopher has a Series 7, Series 9, Series 10, Series 66, and SIE license. Christopher's firm, Fidelity Personal and Workplace Advisors, manages over $818 billion in assets. Fidelity Personal and Workplace Advisors offers financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 04/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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