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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Coffin Wilson is a financial advisor based in Stamford, CT. Christopher has been in the financial services industry since 1997. Christopher currently works at Principal Asset Management. Prior to this, Christopher has worked at PRINCOR FINANCIAL SERVICES CORPORATION, QUASAR DISTRIBUTORS, LLC, CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P., STATE STREET RESEARCH INVESTMENT SERVICES, INC., and NEW ENGLAND SECURITIES. Christopher is registered with the state of Connecticut as an investment adviser representative and is also registered with FINRA as a registered representative and principal. Christopher's specializations include investment advisory services, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
CT
04/14/2009 - Present
Principal Asset Management (Stamford CT)
CT
11/10/2005 - 04/11/2016
PRINCOR FINANCIAL SERVICES CORPORATION (RIVERSIDE CT)
ME
07/01/2003 - 10/04/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
08/19/1999 - 06/11/2003
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
06/29/1996 - 06/21/1999
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/16/1995 - 01/11/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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