Christopher Ahlstrand (CRD# 4949161) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 7 years of experience in the finance industry. Christopher Ahlstrand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Current | 4 |
| Fidelity Investments | Millburn, NJ | Oct 2015 - Current | 7 |
| Chimera Research Group | Chatham, NJ | Jan 2015 - Oct 2015 | < 1 |
| Learn Signal | Chatham, NJ | Sep 2014 - Jun 2015 | < 1 |
| Motley Fool | Chatham, NJ | Jan 2014 - Sep 2014 | < 1 |
| Unemployed | Chatham, NJ | Oct 2012 - Jan 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
- NJ
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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