Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lendrum is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the industry since August 9, 2023. Christopher holds the Series 66, Series 7TO, and SIE exams. Christopher is registered in 54 states and the District of Columbia. Christopher specializes in providing financial advice to high net worth individuals, corporations, and retirement plans. Fidelity Personal And Workplace Advisors is a large firm with over $800 billion in assets under management. The firm provides a range of financial services, including financial planning, portfolio management, and educational seminars.
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
10/17/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 10/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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