Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dodson is a registered representative with Wells Fargo Clearing Services, LLC, a firm with over $10 billion in assets under management. Christopher has been in the industry since 2007. Christopher has passed the Series 7, Series 66, and SIE exams. Christopher is registered in Alabama, Arizona, California, Connecticut, Florida, Hawaii, Maryland, New York, North Carolina, Ohio, Texas, Virginia, and Washington. Christopher is also registered as an Investment Advisor Representative in California and Texas. Christopher specializes in investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Christopher is a registered representative with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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
07/17/2024 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
07/31/2007 - 06/19/2008
WELLS FARGO INVESTMENTS, LLC (CARMEL CA)
BOTH
Issued 08/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
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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