Unclaimed
Christina McDonough is an investment advisor representative with Wells Fargo Clearing Services, LLC. Christina has been in the securities industry since April 1995. Christina's primary office is located in Irvine, California, but she also services clients from the St. Louis, Missouri office. Christina holds the Series 63 and Series 65 licenses, as well as the Series 7, Series 9, Series 10, and SIE licenses. Christina has been registered with Wells Fargo Advisors LLC since May 2009 and with Wells Fargo Clearing Services, LLC since November 2016. Previously, Christina McDonough was registered with Prudential Securities Incorporated from 1995 to 2003. Christina's experience includes providing investment consulting services to institutional clients, financial planning, and pension consulting.
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
11/08/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
10/18/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/01/1997 - 10/18/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
04/07/1995 - 01/01/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1995
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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