Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ugarte is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher is a registered representative and investment advisor representative in Florida and Texas. Christopher is also registered in 53 other states. Christopher has a total of 53 state registrations. The firm is based in Boston, Massachusetts and has offices in Jacksonville, Florida. Fidelity Personal And Workplace Advisors is a large firm with over $800 Billion in regulatory assets under management.
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
FL
10/27/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
11/01/2019 - 06/26/2020
EDWARD JONES (ST AUGUSTINE FL)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Christopher Ugarte is the right advisor for you? Invested Better is here to help.
