Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Fragoso is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Christian has been in the financial industry since December 1993, and is registered with the following securities regulators: Connecticut, Rhode Island, and Texas. Christian has a diverse set of credentials including Series 6, 7, 24, 26, 52TO, 53, 63, and 65 licenses, and is a Certified Financial Planner. Prior to joining Wells Fargo Advisors, Christian worked at other notable firms such as Quick & Reilly, Inc., Fleet Enterprises, Inc., and FIS Securities, Inc. Christian specializes in providing financial planning, investment consulting, and portfolio management services to a wide range of clients, including individuals, businesses, and 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.
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2
CT
06/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (GLASTONBURY CT)
CT
03/27/2009 - 06/09/2022
WELLS FARGO CLEARING SERVICES, LLC (EAST HARTFORD CT)
CT
10/20/2004 - 04/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WETHERSFIELD CT)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/04/1999 - 09/29/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
MA
01/02/1997 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
04/19/1994 - 12/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
NJ
11/10/1993 - 03/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/27/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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