Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lewis is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Christopher has been in the financial industry since 1998 and has been registered with Wells Fargo Clearing Services, LLC since 2011. Christopher holds the Series 66, Series 7 and SIE securities licenses. Christopher is registered to provide investment advice in Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Kansas, Louisiana, Massachusetts, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wyoming. Christopher's clients include individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Christopher offers a wide range of investment advisory services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Christopher's past experience includes employment with Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, LLC, and Wells Fargo Securities Inc.
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
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (WACO TX)
TX
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WACO TX)
MN
05/17/2001 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/18/2000 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
12/09/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 12/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities 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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