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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Corona is a financial advisor with over 29 years of experience in the financial services industry. Chris is currently registered with Wells Fargo Advisors Financial Network, LLC in Arizona, California, Nevada, and Texas. Chris has experience working with various types of clients including corporations, individuals, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Chris also provides advisory services to institutional clients. Chris can help clients with financial planning, portfolio management, investment consulting services, and selection of other advisors. Chris is registered with FINRA and the SEC and has passed multiple securities exams.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
02/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
05/16/2016 - 02/02/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
06/01/2009 - 06/13/2016
MORGAN STANLEY (SAN LUIS OBISPO CA)
CA
04/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN LUIS OBISPO CA)
CA
05/02/2001 - 04/22/2009
WELLS FARGO INVESTMENTS, LLC (SANTA MARIA CA)
CA
09/14/1994 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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