Unclaimed
Christopher Robert Gardner is an investment advisor representative at Fidelity Personal and Workplace Advisors in Boston, MA. Christopher has been in the securities industry since 2001 and holds several licenses, including Series 7, 9, 10, 63, and 66. Christopher has over 20 years of experience in the industry and is registered in several states, including Massachusetts, New Jersey, and Texas.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 03/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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