Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher J Wittman is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Spokane, WA. Christopher has worked with a variety of firms over the years, including Edward Jones, TD Ameritrade, Inc., and Wells Fargo Advisors, LLC. Christopher holds the Series 6, 7, 63, and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
03/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPOKANE WA)
WA
12/16/2020 - 02/22/2024
EDWARD JONES (SPOKANE WA)
WA
02/26/2018 - 12/17/2020
TD AMERITRADE, INC. (SPOKANE WA)
WA
09/01/2016 - 02/26/2018
SCOTTRADE, INC. (SPOKANE WA)
WA
01/11/2016 - 08/10/2016
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
CA
08/18/2009 - 09/16/2015
TD AMERITRADE, INC. (LONG BEACH CA)
CO
10/02/2008 - 07/08/2009
LARIMER CAPITAL CORPORATION (DENVER CO)
CA
02/08/2006 - 08/15/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
02/08/2006 - 08/15/2008
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
CA
02/08/2006 - 08/15/2008
MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)
NJ
06/27/2000 - 01/31/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BOTH
Issued 08/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Wittman is the right advisor for you? Invested Better is here to help.
