Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Wheeler is an investment advisor representative at Intirety, LLC and has been working in the industry since February 2011. Chris is currently registered in Washington and California. Chris holds a Series 63, Series 66, and Series 7 licenses. Chris also has a SIE license. Chris provides financial planning and portfolio management services to individuals.
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.
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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WA
11/02/2020 - Present
Intirety, LLC (BELLEVUE WA)
WA
11/07/2014 - 11/02/2020
GWN SECURITIES INC. (BELLEVUE WA)
WA
02/04/2011 - 11/14/2014
AXA ADVISORS, LLC (SEATTLE WA)
BOTH
Issued 11/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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