Unclaimed
Christopher Widing is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Choreo, LLC, which has offices in Rockford, IL and Weston, FL. Christopher has previously held positions at WELLS FARGO ADVISORS, LLC, MCDONALD INVESTMENTS INC., and FIRST UNION SECURITIES, INC. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong track record of helping clients 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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
01/16/2025 - Present
Choreo, LLC (ROCKFORD IL)
OH
07/28/2006 - 06/03/2014
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
01/19/2001 - 08/03/2006
MCDONALD INVESTMENTS INC. (DUBLIN OH)
MO
08/31/2000 - 02/09/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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