Unclaimed
Christopher Bell is a financial advisor who has been working in the industry since 2005. Christopher is currently registered with Fidelity Personal And Workplace Advisors in Greenwood Village, Colorado. Christopher is licensed to provide investment advice in 53 states. Christopher holds Series 63, 66, 7, 9 and 10 licenses, as well as the SIE exam. Christopher also has previous experience with Fidelity Brokerage Services LLC.
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
CO
04/15/2019 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
08/24/2005 - 01/10/2017
FIDELITY BROKERAGE SERVICES LLC (BROOMFIELD CO)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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