Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Foy is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has over 20 years of experience in the financial services industry. Christopher is registered in 33 states and holds licenses in both Securities and Investment Advisory. Christopher holds the Series 7, 9, 10, 31, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Christopher is also a Certified Financial Planner.
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
NV
04/09/2018 - Present
Wells Fargo Clearing Services, LLC (RENO NV)
NV
08/09/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INCLINE VILLAGE NV)
BOTH
Issued 09/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/2002
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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