Unclaimed
Christopher Calabrese is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the industry since 1996 and holds Series 3, 7, 9, 10, 63 and 65 licenses. Christopher has held previous positions at WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, and SALOMON SMITH BARNEY INC. Christopher is licensed in 35 states, and specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, 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
MD
04/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
CT
07/01/2003 - 04/22/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
NY
04/07/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/13/1996 - 04/18/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 3 - National Commodity Futures Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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