Unclaimed
Christopher Altmiller is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has over 17 years of experience in the financial services industry. Christopher is registered with the state of Missouri and the District of Columbia. Christopher provides investment advisory services to individuals, businesses and institutions. Christopher offers a variety of financial planning and portfolio management services to clients. Christopher previously worked for E*TRADE SECURITIES LLC and NAVY FEDERAL BROKERAGE SERVICES, LLC. Christopher earned both the Series 7 and Series 66 securities licenses in 2006. Christopher also holds the Series 4, Series 9, Series 10, and Series 99TO securities licenses.
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
MO
10/22/2015 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
UT
01/07/2009 - 03/21/2011
E*TRADE SECURITIES LLC (SANDY UT)
VA
06/22/2006 - 03/25/2008
NAVY FEDERAL BROKERAGE SERVICES, LLC (VIENNA VA)
IA
Issued 10/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Altmiller is the right advisor for you? Invested Better is here to help.