Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Han is a financial advisor with over 15 years of experience in the industry. Christopher currently works at Fidelity Personal And Workplace Advisors. Prior to joining Fidelity, Christopher held roles at Wells Fargo Advisors, LLC, Securian Financial Services, Inc., UBS Financial Services Inc., and Ameriprise Financial Services, Inc. Christopher has a strong track record of success in helping clients achieve their financial goals. Christopher has passed the Series 66, Series 7, and SIE exams. Christopher is registered to provide investment advice in Arizona, Colorado, Connecticut, District of Columbia, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wisconsin. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, 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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
08/02/2010 - 10/18/2012
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
VA
04/06/2009 - 01/05/2010
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
12/12/2007 - 01/20/2009
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
06/12/2007 - 10/25/2007
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Christopher Han is the right advisor for you? Invested Better is here to help.
