Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher MacFarlane is a financial advisor with Wells Fargo Clearing Services, LLC, based in Naples, FL. Christopher has been in the industry since August 2006. Christopher is registered with FINRA and holds Series 7, 31, and 66 licenses. He has experience in the securities industry, including working at Robert W. Baird & Co. Incorporated and Sanford C. Bernstein & Co., LLC. Christopher is a registered Investment Advisor in the state of Florida and Texas.
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
FL
03/24/2021 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
08/12/2011 - 04/13/2021
ROBERT W. BAIRD & CO. INCORPORATED (NAPLES FL)
FL
08/30/2006 - 10/24/2011
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
BOTH
Issued 09/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2006
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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