Unclaimed
Christopher Dyer Queen is a financial advisor with over 25 years of experience in the industry. Christopher is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Christopher holds the Series 7, 31, 52, 63 and 65 licenses, as well as the SIE. Christopher has a strong track record of providing financial advice and investment management services to a diverse clientele.
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
08/31/2012 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
06/01/2009 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
03/29/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
MI
02/07/1996 - 04/12/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1996
Series 52 - Municipal 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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