Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bleuher is an investment advisor representative at CW Advisors, LLC, registered with the state of California. Christopher has been in the industry since 1997 and holds Series 3, 7, 9, 10, 63 and 65 licenses. Christopher has previously worked with Mutual Securities, Inc., Wells Fargo Advisors, LLC, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals, businesses and pooled investment vehicles.
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.
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.
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CA
10/21/2020 - Present
CW Advisors, LLC (Avila Beach CA)
CA
11/12/2012 - 08/12/2013
MUTUAL SECURITIES, INC. (AVILA BEACH CA)
CA
03/23/2009 - 11/15/2012
WELLS FARGO ADVISORS, LLC (SAN LUIS OBISPO CA)
CA
12/13/2002 - 04/15/2009
UBS FINANCIAL SERVICES INC. (SAN LUIS OBISPO CA)
NY
07/11/1997 - 12/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2003
Series 3 - National Commodity Futures Examination
BC
Issued 07/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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