Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gilman is a financial advisor at Wells Fargo Clearing Services, LLC. Christopher has over 17 years of experience in the financial industry. Christopher is a registered representative and investment advisor representative. Christopher holds Series 7, 63 and 65 licenses. Christopher has experience working at UBS Financial Services Inc. and J.P. Morgan Securities 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.
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2
TX
07/08/2024 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
06/04/2021 - 07/19/2024
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
08/13/2014 - 06/04/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
09/20/2006 - 07/18/2014
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
IA
Issued 05/31/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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