Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Carl Schmauch is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, with over 25 years of experience in the industry. Christopher Carl Schmauch is registered in multiple states and offers a range of financial services, including portfolio management, financial planning, investment consulting, and selection of other advisors. Christopher Carl Schmauch has previously worked at several other firms including Wells Fargo Clearing Services, LLC, Morgan Stanley, and UBS Financial Services Inc.
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
PA
07/19/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GREENSBURG PA)
PA
03/21/2014 - 07/19/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENSBURG PA)
PA
06/01/2009 - 04/02/2014
MORGAN STANLEY (GREENSBURG PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENSBURG PA)
PA
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (GREENSBURG PA)
PA
02/19/1998 - 03/06/2007
UBS FINANCIAL SERVICES INC. (GREENSBURG PA)
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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