Unclaimed
Christopher Coman is a financial advisor at Wells Fargo Advisors Financial Network, LLC, a firm that has offices in Raleigh, NC. Christopher has been in the financial services industry since November 2000 and has over 20 years of experience. Christopher has been registered with Wells Fargo since 2008. Before joining Wells Fargo, Christopher was registered with A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Christopher has a Series 66, Series 7, Series 31, and SIE license. Christopher is also a Certified Financial Planner (CFP). Christopher has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, and banking or thrift institutions. Christopher provides investment consulting services, financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
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2
NC
01/16/2020 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
01/01/2008 - 01/16/2020
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
08/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
NY
11/09/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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