Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dunfey is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has been in the financial industry since 2000. Christopher is registered with the Securities and Exchange Commission (SEC) and is a registered representative of Fidelity Personal And Workplace Advisors. Christopher holds the following securities licenses: Series 6, Series 7, Series 9, Series 10, Series 63, and Series 66. Christopher is also a Certified Financial Planner (CFP). Christopher specializes in retirement planning, investment management, and financial planning.
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.
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2
NY
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
09/08/2011 - 11/11/2014
SCOTTRADE, INC. (ROCHESTER NY)
NY
03/25/2003 - 06/02/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
IN
03/25/2003 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
10/01/2000 - 02/13/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/02/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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