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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 Paul Brien is an investment advisor representative with Fidelity Personal And Workplace Advisors. Christopher Brien has been working in the securities industry since June 25, 2001. Christopher Brien has been registered with Fidelity Personal And Workplace Advisors since October 2021. Christopher Brien also has past registrations with PRINCIPAL SECURITIES, INC., FIDELITY BROKERAGE SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., AXA ADVISORS, LLC, and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. The advisor holds licenses for Series 6, 7, 63 and 66. Christopher Brien's firm, Fidelity Personal And Workplace Advisors manages assets for a variety of clients, including individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, state or municipal government entities, and charitable organizations.
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
NH
11/16/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
09/30/2014 - 10/18/2021
PRINCIPAL SECURITIES, INC. (WALTHAM MA)
RI
01/03/2012 - 09/04/2014
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
07/23/2004 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
04/02/2003 - 05/12/2004
AXA ADVISORS, LLC (NEW YORK NY)
MA
02/20/2001 - 03/24/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 10/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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