Unclaimed
Christopher Selke has been in the financial services industry since 2003 and currently works as a registered representative for Wells Fargo Clearing Services, LLC. Christopher Selke has worked for several companies including Morgan Stanley, UBS Financial Services Inc. and Morgan Stanley DW Inc. Christopher Selke has passed the Series 7, Series 63, and Series 65 exams as well as the SIE Exam. Christopher Selke is registered with the state of Connecticut and holds active registrations with the FINRA and SEC. Christopher Selke's areas of specialization include investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.
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
CT
05/11/2016 - Present
Wells Fargo Clearing Services, LLC (ANSONIA CT)
CT
10/16/2009 - 05/10/2016
MORGAN STANLEY (WESTPORT CT)
CT
05/13/2003 - 10/28/2009
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
NY
11/12/2002 - 01/22/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
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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