Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Hunter Atlee is a registered representative with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry since October 1999. Christopher is registered in multiple states including New Jersey, Pennsylvania and Texas, among others. Christopher is also a registered Investment Advisor Representative in New Jersey, Pennsylvania, and Texas. Previously, Christopher was employed with Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., and Goldman, Sachs & Co. Christopher holds the Series 7, Series 63, and Series 66 securities licenses.
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
PA
01/15/2016 - Present
Wells Fargo Clearing Services, LLC (CHESTERBROOK PA)
PA
04/06/2009 - 02/10/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
PA
10/08/2001 - 04/09/2009
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
NY
09/15/1999 - 09/07/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1999
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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