Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Yuenyee Chesney is a financial advisor with Wells Fargo Clearing Services, LLC. Christine has been in the financial services industry since 2007 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Christine holds the Series 7, Series 66 and SIE licenses. Christine has held previous roles at UBS Financial Services Inc., Morgan Stanley and Citigroup Global Markets Inc. Christine is registered to provide investment advice in Arizona and Texas. Christine is committed to providing her clients with personalized financial advice and investment strategies that meet their individual needs.
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
AZ
04/13/2022 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
05/02/2014 - 04/14/2022
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
06/01/2009 - 05/20/2014
MORGAN STANLEY (SCOTTSDALE AZ)
AZ
03/14/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
BOTH
Issued 03/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christine Chesney is the right advisor for you? Invested Better is here to help.
