Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Gebhardt is a financial advisor at Wells Fargo Clearing Services, LLC, and has been in the industry since November 2004. Christine is registered with the state of Ohio as a Registered Representative (RA). Christine holds the Series 66, Series 7, Series 9, and Series 10 securities licenses. Christine has previously worked with UBS Financial Services Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated.
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
OH
10/21/2013 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
05/21/2013 - 10/23/2013
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
03/29/2006 - 05/06/2013
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
NY
02/21/2006 - 04/05/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
11/15/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
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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