Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gleason is a wealth advisor with CWM, LLC. Christopher has been in the financial services industry since 2014. He is a Series 6, 7, 26, 63 and 65 licensed advisor. Christopher's experience includes working with Pruco Securities, LLC, CETERA ADVISOR NETWORKS LLC, and The Prudential Insurance Company of America. Christopher provides financial and estate planning, portfolio management and other advisory services. He is active in the community and serves various clients including individuals, corporations, businesses, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
NE
10/10/2024 - Present
CWM, LLC (OMAHA NE)
LA
02/12/2024 - 03/20/2024
CETERA ADVISOR NETWORKS LLC (BATON ROUGE LA)
LA
04/26/2014 - 04/21/2016
PRUCO SECURITIES, LLC. (METAIRIE LA)
BC
Issued 06/27/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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