Unclaimed
Christopher MacLeod is a financial advisor with over 30 years of experience in the financial services industry. Christopher is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously worked for Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Christopher has a wide range of experience in financial planning, portfolio management, investment consulting services, and pension consulting. Christopher holds Series 3, 7, 8, 9, 10, 63, and 65 licenses, and has a broad range of experience serving high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing 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.
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
TX
05/28/2019 - Present
Wells Fargo Advisors Financial Network, LLC (MIDLAND TX)
TX
10/31/2008 - 05/24/2019
WELLS FARGO CLEARING SERVICES, LLC (MIDLAND TX)
TX
07/31/1993 - 11/17/2008
CITIGROUP GLOBAL MARKETS INC. (MIDLAND TX)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/25/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher MacLeod is the right advisor for you? Invested Better is here to help.