Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward Coghlan is a financial advisor with Wells Fargo Clearing Services, LLC based in CORTE MADERA, CA. Christopher has been in the financial industry since 1999 and has a wide range of experience. Christopher's previous experience includes working at Morgan Stanley, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, WAMU Investments, Inc., Securities America, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
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2
CA
09/16/2022 - Present
Wells Fargo Clearing Services, LLC (CORTE MADERA CA)
CA
08/02/2013 - 10/06/2022
MORGAN STANLEY (SAN RAFAEL CA)
CA
01/03/2011 - 08/06/2013
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
09/19/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/10/2003 - 10/09/2008
WAMU INVESTMENTS, INC. (BURLINGAME CA)
NE
04/18/2002 - 07/01/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
06/02/1999 - 04/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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