Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Fabian is a registered Investment Advisor Representative with Fidelis Capital. Christy has been in the industry since 2011. Christy is licensed in Florida and Texas and has experience in both financial planning and portfolio management for individuals and businesses. Christy has experience with Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Equity Services Inc, and Rockefeller Financial LLC.
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.
Guidance on pension options to ensure a secure financial future.
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
FL
04/26/2023 - Present
Fidelis Capital (TAMPA FL)
NY
09/28/2020 - 10/06/2021
ROCKEFELLER FINANCIAL LLC (Saratoga Springs NY)
VT
02/14/2020 - 09/22/2020
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
08/27/2014 - 12/26/2019
WELLS FARGO CLEARING SERVICES, LLC (BURLINGTON VT)
FL
06/19/2014 - 08/29/2014
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
PA
08/23/2011 - 04/29/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PITTSBURGH PA)
BOTH
Issued 03/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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