Unclaimed
Christine Capps is a financial advisor with over 16 years of experience in the industry. Christine is registered with Wells Fargo Advisors Financial Network, LLC and has been with them since July 2023. Prior to that, Christine was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC for over 15 years. Christine is also a Certified Financial Planner. Christine specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Christine is dedicated to helping clients achieve their financial goals.
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
FL
07/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ORMOND BEACH FL)
FL
01/17/2008 - 07/13/2023
WELLS FARGO CLEARING SERVICES, LLC (ORMOND BEACH FL)
NE
06/26/2007 - 01/31/2008
SECURIAN FINANCIAL SERVICES, INC. (LINCOLN NE)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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