ADVISOR BIO

Christian Coates is a registered investment advisor with Fidelity Personal and Workplace Advisors. Christian is licensed in Colorado, Texas and several other states. Christian's professional experience includes working in the financial services industry for over 6 years. Christian has passed the Series 63, Series 65, Series 7TO and SIE exams. Fidelity Personal and Workplace Advisors is a large firm with offices nationwide.

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ADVISOR BIO

Christian Canzone is a financial advisor at Fidelity Personal AND Workplace Advisors. Christian has been in the financial services industry since 2022. Christian is licensed in multiple states, including Arizona, California, Colorado, Nevada, Tennessee, Texas, and Utah. Christian holds Series 63, 65 and 7TO licenses. Christian provides financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Christian Emmanuel Cruz is a registered investment advisor representative with Canterbury Consulting Inc. Christian holds the Series 65 license. Christian has worked at Canterbury Consulting since July 2018. Christian has experience at Beacon Economics and the University of California, Irvine. Canterbury Consulting Inc. is an investment advisor that provides financial services to individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.

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ADVISOR BIO

Christian Valdez is a financial advisor registered with J.p. Morgan Securities LLC. Christian has been in the industry since February 15, 2024, and currently holds Series 63, Series 6TO, and SIE licenses. Christian is registered in California as a broker. Christian is affiliated with J.p. Morgan Securities LLC's Dana Point, CA branch office.

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ADVISOR BIO

Christian G. Welborn is an investment advisor representative at First Financial Consulting, based in Pasadena, CA. Christian has been active in the investment industry for over 3 years. Christian is a Series 66 and Series 7 licensed professional with a strong focus on financial planning and portfolio management. Christian's experience includes working with both high-net-worth individuals and individuals other than high-net-worth. Christian has a prior affiliation with AXA ADVISORS, LLC.

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ADVISOR BIO

Christian Lowe is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Christian has been in the financial services industry since 2012. Christian has a Series 6, 7, and 66 licenses. Christian has experience with a variety of financial products and services, including stocks, bonds, mutual funds, and variable annuities. Christian is dedicated to providing personalized financial advice to individuals and families.

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ADVISOR BIO

Christian Lopez-alavez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Brea, CA. Christian has been working in the financial industry since January 25, 2018 and holds the Series 6, 7, 63, and 66 licenses. Christian has previously worked for Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Citizens Securities, Inc.

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ADVISOR BIO

Christian Soren Marx is a financial advisor registered with Morgan Stanley and has been in the industry since January 10, 2003. Christian holds several licenses including Series 7, Series 63, and Series 66. Christian is currently registered with Morgan Stanley in California and Texas. Christian has experience working with individual investors, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Christian can offer services such as financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Christian Cordoba is a financial advisor registered with Mutual Advisors, LLC. Christian has been in the financial industry since October 30, 1992. Christian is licensed in 16 states, and holds multiple securities licenses. He has a wealth of experience in providing financial advice to individuals and families, and has helped countless clients reach their financial goals. Christian is a dedicated and experienced financial advisor who is committed to helping his clients achieve their financial goals. Christian is also a Certified Financial Planner.

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ADVISOR BIO

Christian Talavera is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christian has been in the industry since 2017 and has experience working with both individuals and businesses. Christian has a Series 6, 7, 63, and 66 license, allowing them to provide a broad range of financial services. Christian specializes in providing investment advice, financial planning, and portfolio management services.

SPECIALIZATIONS