Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Welton is a financial professional with over 25 years of experience in the financial services industry. Christopher is currently registered with Northwestern Mutual Investment Services, LLC in REDWOOD CITY, California. Christopher has a wide range of experience in the financial services industry, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
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CA
04/29/2013 - Present
Northwestern Mutual Investment Services, LLC (REDWOOD CITY CA)
NY
09/11/1996 - 05/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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