Unclaimed
Christine Stelmack is a financial advisor with Wells Fargo Clearing Services, LLC. Christine has been in the financial services industry since 1992. Christine is registered with the state of Pennsylvania as a Registered Representative and Investment Advisor Representative. Christine is also registered with the state of Texas as a Registered Investment Advisor Representative. Christine has a wide range of experience in the financial services industry, including working for Prudential Securities Incorporated and Dean Witter Reynolds Inc. Christine is committed to providing her clients with personalized financial advice and guidance.
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
PA
03/20/2019 - Present
Wells Fargo Clearing Services, LLC (PLAINS PA)
NY
06/02/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/18/1992 - 05/01/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1992
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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