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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 an investment advisor representative at Fidelity Personal and Workplace Advisors. Christopher has been in the financial industry for over 20 years and is licensed to practice in numerous states. Christopher has worked previously at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Christopher holds several professional licenses including Series 6, 7, 9, 10, 24, 51, 63, and 65 licenses. Christopher's firm offers financial planning, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and other services.
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 9/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/20/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 1/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 9/6/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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