Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher James Desimio is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has over 40 years of experience in the financial industry. Christopher is licensed to offer investment advice in Kentucky, Ohio, and Texas. Christopher also holds Series 2, 3, 7, and 63 licenses. Christopher has a strong background in providing investment consulting services to institutional clients, and specializes in investment advice for a wide range of clients, including high-net-worth individuals, corporations, and pension plans.
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
OH
11/29/2023 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
06/01/2009 - 06/29/2015
MORGAN STANLEY (CINCINNATI OH)
OH
10/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CINCINNATI OH)
OH
03/01/2002 - 10/30/2008
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
NY
07/31/1993 - 03/13/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/17/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
04/14/1986 - 06/20/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/16/1982 - 05/05/1986
E. F. HUTTON & COMPANY INC
IA
Issued 04/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1980
Series 2 - Non-Member General Securities 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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