Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Harwell is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the financial industry since 1998. Christopher is registered in 20 states and has a Series 6, 7, 63 and 66 licenses as well as the SIE exam. Christopher specializes in Financial Planning, Portfolio Management for Individuals and Businesses, as well as Investment Consulting Services to Institutional Clients. Christopher was previously employed at Edward Jones, a firm that specializes in providing financial services to individual investors. Christopher also owns and operates Chunky Gator LLC which deals with rental properties in both Missouri and Florida. Christopher is a knowledgeable and experienced advisor who can provide you with a wide range of financial 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.
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
MO
07/25/2019 - Present
Wells Fargo Clearing Services, LLC (FESTUS MO)
MO
08/28/2008 - 11/09/2015
EDWARD JONES (ST LOUIS MO)
PA
07/13/1998 - 10/05/1999
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BOTH
Issued 09/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative 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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