Unclaimed
Christopher Dean Mansu is a financial advisor with Wells Fargo Clearing Services, LLC in Roseville, CA. Christopher has over 19 years of experience in the financial services industry. Christopher is registered with the state of California and Texas. Christopher's prior experience includes roles with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP, FINANCIAL NETWORK INVESTMENT CORPORATION, PENSION PLANNERS SECURITIES, INC, AMERITAS INVESTMENT CORP, and SECURIAN FINANCIAL SERVICES, INC. Christopher holds the Series 66, Series 7, and SIE licenses.
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
CA
09/02/2020 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
10/01/2012 - 11/03/2014
J.P. MORGAN SECURITIES LLC (EL DORADO HILLS CA)
CA
11/04/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FOLSOM CA)
CA
08/13/2008 - 11/02/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (SACRAMENTO CA)
CA
07/07/2006 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
CA
05/02/2005 - 07/11/2006
AMERITAS INVESTMENT CORP. (SACRAMENTO CA)
MN
05/20/2004 - 05/04/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 05/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities 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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