Unclaimed
Christine Beth Elias is a financial advisor with Wells Fargo Advisors Financial Network, LLC, registered with FINRA and the state of Texas. Christine has been in the financial services industry since 2000. Christine has been associated with Wells Fargo Advisors Financial Network, LLC since 2005 and has been registered with the firm since 2005. Prior to joining Wells Fargo Advisors Financial Network, LLC, Christine was employed by Oppenheimer & Co. Inc. and CIBC World Markets Corp. Christine holds the following securities licenses: Series 7, Series 63 and SIE. Christine offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
TX
09/16/2005 - Present
Wells Fargo Advisors Financial Network, LLC (DALLAS TX)
NY
01/03/2003 - 08/26/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/17/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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