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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 Sullivan is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry since November 1999. Christopher holds licenses in Connecticut, Delaware, Florida, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, South Carolina, and Vermont.
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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MA
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
MA
08/27/2008 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
01/09/2003 - 08/01/2008
CCO INVESTMENT SERVICES CORP. (NATICK MA)
NY
10/04/2002 - 01/07/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NY
10/10/2000 - 12/11/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
11/20/1995 - 04/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MD
06/28/1994 - 11/22/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 03/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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