Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Ann Snider is a financial advisor with over 20 years of experience in the industry. Christine has been registered with Wells Fargo Clearing Services, LLC since November 2016 and has been working in the financial industry since November 1999. Previously Christine Ann Snider was with First Union Brokerage Services, Inc. Christine holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Christine is registered with the following states: Alabama, Arizona, Arkansas, California, Delaware, District of Columbia, Florida, Georgia, Indiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington. Christine's firm, Wells Fargo Clearing Services, LLC, is a large firm with over $10 billion - $50 billion in assets under management. The firm offers a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment 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
VA
06/08/2007 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
NC
11/10/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts 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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