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Christopher Roger Robert

Fidelity Brokerage Services LLC

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About Christopher Roger Robert

Christopher Robert is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with Fidelity Brokerage Services LLC. Christopher has previously held positions at National Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Prudential Securities Incorporated. Christopher holds the Series 63, SIE, and Series 7 licenses. Christopher is a dedicated financial professional with a commitment to providing clients with the best possible service.

Firm Information

Christopher Robert is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Christopher Robert’s Registration & Firm History

TX

01/09/2024 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

RI

10/22/2010 - 12/01/2023

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

10/23/2009 - 07/01/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

02/02/2005 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

NY

11/15/2002 - 06/04/2003

QUICK & REILLY, INC. (NEW YORK NY)

NY

12/10/2001 - 05/24/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

RI

02/21/2001 - 10/16/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 03/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Christopher Roger Robert.
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