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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 Herb is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher has been working in the financial industry since 2003 and has a strong track record of providing investment advice to individuals, families and institutions. Christopher is a Chartered Financial Analyst and holds a Series 66, Series 7, Series 9, Series 10 and SIE licenses. Christopher provides financial planning, investment management and educational seminars.
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
10/22/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
ME
12/16/2014 - 01/24/2018
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CO
10/08/2014 - 12/31/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
08/07/2003 - 09/22/2014
FIDELITY BROKERAGE SERVICES LLC (PASADENA CA)
NY
12/19/2002 - 07/18/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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