Unclaimed
Christopher Wilson is a financial advisor with over 15 years of experience in the industry. Christopher is currently registered with PNC Investments and has held previous positions with M&T Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Christopher specializes in providing financial planning and portfolio management services to individuals, businesses, and high net worth individuals. Christopher also provides investment advisory services for retirement plans and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
05/10/2017 - Present
PNC Investments (HUNT VALLEY MD)
MD
11/17/2015 - 03/23/2017
M&T SECURITIES, INC. (BALTIMORE MD)
MD
05/14/2012 - 03/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TIMONIUM MD)
MD
06/01/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (BALTIMORE MD)
MD
08/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
NY
10/11/1999 - 08/16/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MD
06/08/1999 - 09/28/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 05/26/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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