Unclaimed
Christopher Stewart is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Wayzata, MN. Christopher has over 25 years of experience in the financial services industry. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 66 licenses. Christopher is also a registered investment advisor in Minnesota, Texas and Florida.
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
MN
01/08/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WAYZATA MN)
MN
05/21/2004 - 01/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
NJ
04/25/1997 - 06/16/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
08/08/1994 - 02/09/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
BOTH
Issued 05/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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