Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wallace is a financial professional with over 25 years of experience in the financial services industry. Christopher is currently registered with PFS Investments Inc. in Maine and holds multiple licenses including Series 6, Series 26, Series 63 and Series 65. Christopher has served a variety of client types including individuals, corporations, charitable organizations and high-net-worth individuals. Christopher also provides tax preparation and accounting services through Smart Business Solutions.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
ME
05/10/2016 - Present
PFS Investments Inc. (WINDHAM ME)
IA
Issued 04/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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