Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bouley is a financial advisor registered with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry since May 24, 2000. Prior to joining Wells Fargo Clearing Services, LLC, Christopher was employed at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc.. Christopher is registered in Florida, Hawaii, Rhode Island, and Texas. Christopher has a Series 7, Series 63, and Series 65 license. Christopher specializes in providing financial advice to individuals and businesses. In addition to financial services, Christopher is a co-host on WNRI Radio Station in Woonsocket, RI.
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.
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2
RI
01/09/2024 - Present
Wells Fargo Clearing Services, LLC (PROVIDENCE RI)
RI
03/26/2015 - 01/17/2024
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
RI
03/14/2008 - 03/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
05/25/2000 - 04/03/2008
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
IA
Issued 06/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
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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