Unclaimed
Christopher McGehee is an Investment Advisor Representative associated with UBS Financial Services Inc. and has been in the industry since July 2006. Christopher holds the Series 66, 7, 31 and SIE licenses. He has previous experience with MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, WELLS FARGO INVESTMENTS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christopher McGehee is registered to conduct business in Arizona, California, Colorado, Florida, Idaho, Montana, Nevada, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Texas, Utah, Washington, Wisconsin, and Wyoming. Christopher McGehee is also a member of the Arts Council of Kern.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/09/2016 - Present
UBS Financial Services Inc. (BAKERSFIELD CA)
CA
06/01/2009 - 10/23/2013
MORGAN STANLEY (BAKERSFIELD CA)
CA
08/10/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BAKERSFIELD CA)
CA
07/20/2006 - 07/30/2007
WELLS FARGO INVESTMENTS, LLC (BAKERSFIELD CA)
CA
12/07/2005 - 01/27/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAKERSFIELD CA)
BOTH
Issued 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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