Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Dewitt is a financial professional registered in North Carolina. Christian has been in the financial industry since 2020 and is currently associated with Wells Fargo Clearing Services, LLC. Previously, Christian was affiliated with Ameriprise Financial Services, LLC and NYLIFE Securities LLC. Christian has passed the Series 7, 63, and SIE exams and holds FINRA registration. Christian's specializations include insurance, annuities, investment advisory services, mutual funds, and variable products.
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
NC
07/05/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
VA
03/10/2021 - 05/17/2023
AMERIPRISE FINANCIAL SERVICES, LLC (VIRGINIA BEACH VA)
VA
03/02/2020 - 02/25/2021
NYLIFE SECURITIES LLC (NORFOLK VA)
BC
Issued 01/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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