Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Thomas Williams is a registered investment advisor representative for AE Wealth Management, LLC, and has over 10 years of experience in the financial services industry. Christian has been with AE Wealth Management, LLC since March 2023. Christian has a strong background in financial planning, investment management, and insurance sales. Previously, Christian worked for Morgan Stanley and Fidelity Brokerage Services, LLC, among other firms.
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.
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2
UT
03/16/2023 - Present
AE Wealth Management, LLC (SANDY UT)
UT
05/19/2020 - 11/25/2020
MORGAN STANLEY (SOUTH JORDAN UT)
UT
09/09/2015 - 10/29/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
01/03/2011 - 08/27/2015
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
05/26/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 06/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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