Unclaimed
Christopher Wilde is a financial advisor who has been in the industry since 2002. Christopher is currently registered with Cetera Investment Advisers LLC in Maryland and Texas. Christopher has also been registered with Wells Fargo Advisors Financial Network, LLC, First Allied Securities, Inc. and Capitol Securities Management, Inc. Christopher holds the Series 63, 65, 7 and 24 licenses as well as the SIE. Christopher has a wide range of experience in the financial services industry and specializes in helping clients with their financial planning, portfolio management, and other advisory services.
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.
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.
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.
1
2
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (SALISBURY MD)
MD
08/18/2004 - 06/15/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALISBURY MD)
CA
06/23/2003 - 08/17/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
VA
07/31/2002 - 06/24/2003
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
IA
Issued 04/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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