Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Alan Curran is a financial advisor at Wells Fargo Clearing Services, LLC in Houston, Texas. Christopher has over 28 years of experience in the financial services industry. He is a registered representative and investment advisor representative in Texas, and has held licenses and registrations in several other states. Christopher's firm provides financial planning, portfolio management, and investment consulting services to institutional and individual clients.
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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2
TX
02/18/2005 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
NY
09/28/1999 - 02/25/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/17/1996 - 09/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
06/23/1994 - 05/24/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/23/1994 - 05/24/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/22/1994
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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