Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Petrie is a financial advisor with Fidelity Personal And Workplace Advisors located in Greensboro, NC. Christopher has been in the industry since 2011 and has worked for several firms in the financial sector. Christopher has a series of designations, including the Series 63, Series 66, and the Series 7, along with the SIE and Series 9/10.
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
NC
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENSBORO NC)
TX
09/14/2022 - 05/17/2023
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
SC
01/07/2011 - 09/06/2022
FIDELITY BROKERAGE SERVICES LLC (GREENVILLE SC)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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