Unclaimed
Christian Wagner is an investment advisor representative registered with Equitable Advisors, LLC since October 2022. Christian is a seasoned professional with over 20 years of experience in the financial services industry. Christian is committed to providing personalized financial advice and guidance to individuals and families. Christian has a strong understanding of investment strategies and a commitment to building long-term relationships with 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/03/2022 - Present
Equitable Advisors, LLC (WARMINSTER PA)
PA
05/11/2021 - 10/03/2022
PURSHE KAPLAN STERLING INVESTMENTS (Doylestown PA)
PA
05/30/2018 - 04/30/2019
PTS BROKERAGE, LLC (Yardley PA)
PA
12/23/2014 - 05/31/2016
EAGLEVIEW SECURITIES, INC (Doylestown PA)
PA
07/30/2014 - 01/14/2015
FIRST SAVINGS SECURITIES, INC. (DOYLESTOWN PA)
IN
07/25/2011 - 08/07/2012
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
DE
05/28/2008 - 07/27/2009
EVOLVE SECURITIES, INC. (WILMINGTON DE)
NJ
10/05/2005 - 05/14/2008
ING FINANCIAL PARTNERS, INC. (MT LAUREL NJ)
PA
03/22/2002 - 10/05/2005
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
NA
10/08/1990 - 07/29/1992
PRUCO SECURITIES CORPORATION
NA
10/08/1990 - 07/29/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 10/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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