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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Palmer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Christopher Palmer has been working in the financial industry since 1999. Christopher Palmer has been a registered representative with Wells Fargo Advisors Financial Network, LLC since 2016 and is also registered as an Investment Advisor Representative in both California and Texas. Christopher Palmer offers a wide range of financial services to individuals, families, and businesses including financial planning, portfolio management, and investment consulting. Christopher Palmer's expertise in financial planning and investment management can help you achieve your 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.
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CA
10/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (REDLANDS CA)
CA
10/23/2009 - 09/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
CA
05/23/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM DESERT CA)
CA
10/09/2001 - 06/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/24/2001 - 10/12/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CT
02/11/2000 - 12/18/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
08/16/1999 - 02/09/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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