Unclaimed
Christopher Amenita is a registered representative of Fidelity Personal AND Workplace Advisors. Christopher has been working in the financial services industry since March 15, 2023. Christopher has obtained the following licenses: Series 63, Series 66, and Series 7TO. Christopher is registered to provide investment advisory services in Massachusetts and Texas. Fidelity Personal AND Workplace Advisors is a large financial services firm with $818,776,100,963 in regulatory assets under management. Fidelity Personal AND Workplace Advisors offers a variety of investment advisory services, including financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
06/23/2023 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
BOTH
Issued 04/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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