Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Fontana is a financial advisor registered with Wells Fargo Clearing Services, LLC. Christopher has been in the financial industry since 1993 and has experience working with a wide range of clients. Christopher offers financial planning services to individuals and businesses. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 6, Series 63 and Series 65 licenses. Christopher is also registered as an investment advisor representative in the state of Florida. Christopher is committed to providing his clients with the highest quality of financial advice.
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
FL
06/30/2009 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
01/01/1998 - 04/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
NA
10/06/1993 - 01/01/1998
NATIONSSECURITIES
NY
12/17/1992 - 06/10/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/17/1992 - 06/10/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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