Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Curtis Barsi is a financial advisor who has been in the industry since 2000. Christian has been registered with Wells Fargo Clearing Services, LLC since 2015. Before that, Christian was with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christian specializes in investments, portfolio management, and financial planning.
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
MO
06/24/2015 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
09/10/2004 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/08/2000 - 09/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative 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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