Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wilmott is an investment advisor representative currently registered with CW F-Office LLC in Brookline, MA. Christopher has been active in the financial services industry since 2006. Christopher was previously employed with William Blair, Wunderlich Securities, Inc., Cantor Fitzgerald & Co., and Massie Capital, LTD. Christopher has passed the Series 66, Series 65, Series 7 and SIE examinations. Christopher provides referral of clients to other investment advisors.
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.
Referral of clients to other investment advisers
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.
Referral fees
1
2
MA
11/07/2023 - Present
CW F-Office LLC (BROOKLINE MA)
MA
04/24/2012 - 07/12/2018
WILLIAM BLAIR (BOSTON MA)
NY
08/11/2008 - 02/24/2012
WUNDERLICH SECURITIES, INC. (NEW YORK NY)
NY
11/27/2006 - 08/11/2008
CANTOR FITZGERALD & CO. (NEW YORK NY)
TX
04/14/2006 - 12/19/2006
MASSIE CAPITAL, LTD. (FLOWERMOUNT TX)
IA
Issued 07/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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