Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher John Sitek is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Christopher has over 30 years of experience in the industry, beginning in 1990. Christopher holds the Series 63, 66, 24, 7, 31, and SIE licenses. Currently, Christopher's office is located in Green Bay, Wisconsin. Prior to joining Wells Fargo Clearing Services, LLC, Christopher worked at Leonard & Company and UBS Financial Services 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.
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2
WI
07/30/2013 - Present
Wells Fargo Clearing Services, LLC (GREEN BAY WI)
MI
03/05/2004 - 12/31/2006
LEONARD & COMPANY (BIRMINGHAM MI)
NJ
01/31/1990 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2003
Series 31 - Futures Managed Funds 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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