Unclaimed
Christopher Ohlweiler is a financial advisor who has been in the industry since February 20, 2000. Christopher is currently registered with Stifel, Nicolaus & Company, Inc. in the state of New York. Christopher has been with Stifel, Nicolaus & Company, Inc. since July 10, 2010. Prior to that, Christopher was registered with THOMAS WEISEL PARTNERS LLC and W.J. NOLAN & COMPANY, INC.. Christopher holds Series 7, 9, 10, 25, 55, 57TO and SIE licenses. Christopher is also registered with the state of New York and 51 other states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
07/10/2010 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
03/31/2000 - 07/20/2010
THOMAS WEISEL PARTNERS LLC (NEW YORK NY)
NY
02/21/2000 - 04/03/2000
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/22/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 02/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Ohlweiler is the right advisor for you? Invested Better is here to help.