Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher William Straw is a financial advisor with over 6 years of experience in the industry. Christopher is registered with the state of Massachusetts as a Broker-Dealer and Investment Advisor Representative, and also holds registrations in New Hampshire, Rhode Island, Texas and Utah. Christopher is currently employed with Fidelity Personal and Workplace Advisors. Fidelity Personal and Workplace Advisors is a firm based in Boston, Massachusetts and has over 14,000 advisors nationwide. They manage over $800 billion in client assets. Christopher's expertise covers many areas including financial planning, portfolio management for businesses and individuals, and selection of other 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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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