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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 Principe is a financial advisor at Fidelity Personal and Workplace Advisors. Christopher has been in the industry since October 2004. Christopher holds the following securities licenses: Series 6, 7, 9, 10, 24, 51, 63 and 65. Christopher specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Christopher also has experience providing portfolio management services for investment companies. Christopher is registered to provide investment advice in 51 states. Christopher is also registered to provide brokerage services in 51 states. Christopher's firm, Fidelity Personal and Workplace Advisors, has $818,776,100,963 in assets under management and serves a variety of client types, including individuals, families, businesses, and institutions.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
12/17/2008 - 07/09/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
MA
11/20/2008 - 01/21/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
RI
05/08/2002 - 10/27/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/07/2000 - 05/22/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 12/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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