Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Hallmark is a registered investment advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry since 2001. Christopher has a Series 7, Series 24, Series 27, Series 63 and Series 66 securities licenses. Christopher has been registered with Wells Fargo Clearing Services, LLC since August 2019 and was previously registered with Morgan Stanley from May 2012 to August 2019 and Edward Jones from May 2002 to May 2012. Christopher has experience providing investment consulting services to institutional clients and portfolio management for individuals and businesses.
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
SC
08/23/2019 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
SC
05/11/2012 - 08/26/2019
MORGAN STANLEY (GREENVILLE SC)
SC
05/30/2002 - 05/15/2012
EDWARD JONES (GREENVILLE SC)
MO
09/07/2001 - 03/22/2002
DIAMOND FUNDING, LLC (ST. LOUIS MO)
SC
05/19/1999 - 07/23/1999
W.C. SMITH & COMPANY, INC. (GREENVILLE SC)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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