Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christel? Claim Your ProfileChristel Robichaux Wegmann is a financial professional with over 5 years of experience in the industry. Christel is currently registered with Alight Financial Solutions, LLC and is licensed to conduct business in all 50 states and Puerto Rico. Previously, Christel was registered with First Citizens Investor Services, Inc. and Wells Fargo Clearing Services, LLC. Christel holds the Series 6, Series 63 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.
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.
1
2
NC
03/17/2022 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
NC
09/04/2019 - 01/12/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
11/13/2018 - 07/26/2019
WELLS FARGO CLEARING SERVICES, LLC (NORTH WILKESBORO NC)
NC
02/28/2017 - 06/28/2018
WELLS FARGO CLEARING SERVICES, LLC (WILKESBORO NC)
BC
Issued 03/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christel Wegmann is the right advisor for you? Invested Better is here to help.
