Unclaimed
Chris Bardos is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Chris has been in the securities industry since 1987. Chris has been registered with Wells Fargo Advisors Financial Network, LLC since 2009. Before joining Wells Fargo Advisors Financial Network, LLC, Chris was registered with ROYAL ALLIANCE ASSOCIATES, INC. and NEW ENGLAND SECURITIES. Chris has passed several exams including the General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, Uniform Securities Agent State Law Examination and Uniform Combined State Law Examination. Chris is licensed to provide investment advice in 38 states. Chris holds several specializations including investment company products and variable contracts, mutual funds, annuities, fixed insurance products, and variable insurance products. Chris also has 100% ownership in BARDOS GIBSON & REILLY LLC and 75.1% ownership in BARDOS FINANCIAL LLC. Chris has a history of providing financial advice to individuals, corporations, and charitable organizations.
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.
1
2
OH
09/09/2016 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
03/15/1996 - 04/07/2009
ROYAL ALLIANCE ASSOCIATES, INC. (DUBLIN OH)
NY
11/06/1987 - 03/26/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
04/28/1987 - 11/16/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
12/03/1986 - 01/28/1987
PHOENIX EQUITY PLANNING CORPORATION
BOTH
Issued 04/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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