Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christana? Claim Your ProfileChristana Renee Freerks is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Christana has been in the industry since 1990 and has experience in both the brokerage and investment advisory fields. Before joining Wells Fargo Advisors Financial Network, LLC, Christana worked at Wells Fargo Clearing Services, LLC and Morgan Stanley & Co. Incorporated. Christana is registered in 19 states and holds the Series 31, Series 7, and SIE licenses.
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
CA
10/10/2019 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
01/30/2009 - 10/10/2019
WELLS FARGO CLEARING SERVICES, LLC (MISSION VIEJO CA)
CA
04/02/2007 - 02/02/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
12/15/2003 - 04/02/2007
MORGAN STANLEY DW INC. (IRVINE CA)
NY
06/12/1998 - 10/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/16/1993 - 10/07/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 09/22/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/13/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BC
Issued 05/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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