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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Escott Petralli is a financial advisor with Wells Fargo Clearing Services, LLC, with over 15 years of experience in the financial services industry. Christopher has a strong background in providing financial advice and investment management services. He is a Series 7 and Series 66 licensed professional and is registered with the state of California, Texas, and other jurisdictions. Christopher specializes in serving a wide range of clients, including individuals, families, businesses, and institutions. He has experience in providing investment consulting, financial planning, pension consulting, and portfolio management services. Previously, Christopher was employed at Morgan Stanley and Wells Fargo Advisors, 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
10/01/2020 - Present
Wells Fargo Clearing Services, LLC (FOLSOM CA)
CA
04/16/2013 - 05/19/2017
MORGAN STANLEY (ROSEVILLE CA)
CA
01/03/2011 - 04/16/2013
WELLS FARGO ADVISORS, LLC (GOLD RIVER CA)
CA
08/25/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ORANGEVALE CA)
BOTH
Issued 09/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
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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