Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dale Wheeler is a registered representative at Credit Suisse Securities (usa) LLC, a broker-dealer firm with offices in New York, NY. Christopher Wheeler is a Series 99 and Series 65 licensed professional. Christopher Wheeler has 10 years of experience in the financial services industry. Christopher Wheeler specializes in 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
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2
NY
10/16/2012 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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