Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Alfred Affenita is a Registered Representative with Wells Fargo Clearing Services, LLC. Christopher has been in the securities industry since 1996 and currently holds Series 7, 31, and 65 licenses. Christopher also holds Series 63 and has been registered with the state of New York. Prior to joining Wells Fargo Advisors, Christopher was a Registered Representative with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., CITICORP INVESTMENT SERVICES, DEAN WITTER REYNOLDS INC., and R.T.G. RICHARDS AND COMPANY, INC. Christopher has experience in various investment consulting services, including investment consulting services to institutional clients, financial planning, portfolio management for businesses, and portfolio management for 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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (GREENVALE NY)
NY
10/20/2004 - 06/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (GARDEN CITY NY)
NY
09/18/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/16/1998 - 08/11/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/18/1996 - 05/05/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/08/1996 - 08/28/1996
R.T.G. RICHARDS AND COMPANY, INC. (GARDEN CITY NY)
IA
Issued 01/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/1996
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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