Unclaimed
Christa Lynn Lehmeier is a registered representative with Wells Fargo Clearing Services, LLC, with over 6 years of experience in the financial services industry. Christa is licensed to provide investment advice and securities brokerage services in 32 states and the District of Columbia. Christa offers portfolio management services to both individuals and businesses, and is also able to provide financial planning services. Christa's experience also includes providing investment consulting services to institutional clients.
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
PA
06/23/2023 - Present
Wells Fargo Clearing Services, LLC (CANONSBURG PA)
BOTH
Issued 06/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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