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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 Moss is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher has been in the financial industry since 2002. Christopher holds licenses in multiple states, including New Jersey, Texas, and several other jurisdictions. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, as well as educational seminars. Before joining Fidelity, Christopher worked at M&T Securities, Inc., PIMCO Investments LLC, and AXA Distributors, LLC. Christopher's professional experience and expertise are valuable assets to Fidelity Personal and Workplace Advisors.
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
NJ
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (WAYNE NJ)
MD
05/30/2018 - 08/27/2020
M&T SECURITIES, INC. (BALTIMORE MD)
NY
03/15/2011 - 01/31/2018
PIMCO INVESTMENTS LLC (NEW YORK NY)
NC
10/26/2004 - 02/01/2011
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
03/25/2002 - 09/14/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 10/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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