Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristofer? Claim Your ProfileCristofer Lopez Vargas is a financial advisor with Fidelity Personal and Workplace Advisors. Cristofer has been working in the financial industry since April 12, 2021. Cristofer is registered with the state of California. Cristofer specializes in providing financial planning and investment advice to individuals and businesses. Cristofer is also able to provide portfolio management services. Cristofer's previous experience includes working at J.P. Morgan Securities 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.
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
CA
08/07/2023 - Present
Fidelity Personal AND Workplace Advisors (LARKSPUR CA)
CA
03/26/2021 - 04/30/2022
J.P. MORGAN SECURITIES LLC (WINDSOR CA)
BOTH
Issued 03/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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