Unclaimed
Edward Christiano is a financial advisor at Fidelity Personal and Workplace Advisors. Edward has been working in the financial industry since 2005. Edward is registered to provide financial advice in Delaware, Massachusetts, Pennsylvania, Texas and Utah. Edward also has licenses to provide investment advisory services in these states. Edward has passed Series 66, Series 10, Series 9, SIE, Series 31 and Series 7 exams. Edward is affiliated with Fidelity Personal and Workplace Advisors since 2018. Prior to joining the firm, Edward was employed by MORGAN STANLEY DW INC. Edward is currently based out of the Mont Clare office in Pennsylvania.
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
PA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (MONT CLARE PA)
NJ
09/22/2005 - 03/08/2006
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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