Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Charles Theis has been in the financial industry since September 2005. Christopher is currently registered with Commonwealth Financial Network and is also a Registered Representative and Investment Advisor Representative in Delaware. Christopher has previously been associated with Wells Fargo Advisors Financial Network, LLC and Edward Jones.
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
DE
09/21/2018 - Present
Commonwealth Financial Network (Millsboro DE)
DE
01/10/2011 - 04/04/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DOVER DE)
DE
02/04/2009 - 01/12/2011
EDWARD JONES (OCEAN VIEW DE)
GA
03/02/1994 - 07/24/1997
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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