Unclaimed
Christopher Werden is a financial advisor who has been in the industry since 2012. He has a Series 66, Series 7, and SIE license and is registered in several states. Christopher is currently employed with Cetera Investment Advisers LLC and has previously been employed with BB&T Securities, LLC, BB&T Investment Services, Inc. and Merrill Lynch.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
08/06/2024 - Present
Cetera Investment Advisers LLC (MOUNT PLEASANT SC)
SC
01/02/2018 - 03/16/2018
BB&T SECURITIES, LLC (CHARLESTON SC)
SC
07/29/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLESTON SC)
SC
08/23/2012 - 07/27/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
BOTH
Issued 11/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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