Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Kovalek is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Christine has been in the industry since March 11, 2007, and has held previous positions with Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. Christine has passed the Series 66, Series 7 and the Securities Industry Essentials Examination. Christine is registered with the state of Texas and California, and is also registered with FINRA. Christine provides financial planning, pension consulting, investment consulting services to institutional clients, selection of other advisers, and portfolio management for individuals and businesses.
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
CA
05/22/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SACRAMENTO CA)
CA
02/19/2013 - 05/22/2023
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
CA
12/11/2006 - 11/19/2012
AMERIPRISE FINANCIAL SERVICES, INC. (ROSEVILLE CA)
BOTH
Issued 01/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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