Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Walkiewicz is a financial advisor with Fidelity Personal And Workplace Advisors. Christopher has over 15 years of experience in the financial services industry. Christopher is registered with FINRA and has licenses in Massachusetts, Rhode Island and Texas. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christopher offers educational seminars to clients.
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
RI
03/13/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
06/13/2019 - 03/01/2022
CITIZENS SECURITIES, INC. (Hudson MA)
MA
02/08/2019 - 06/13/2019
PRUCO SECURITIES, LLC. (NEEDHAM MA)
MA
12/12/2011 - 02/01/2019
CITIZENS SECURITIES, INC. (HOLYOKE MA)
MA
08/07/2009 - 12/20/2011
METLIFE SECURITIES INC. (NORWOOD MA)
RI
06/06/2008 - 08/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
NY
01/11/1996 - 02/12/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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