Unclaimed
Christopher Wittrig is a financial advisor with Wells Fargo Clearing Services, LLC, in Omaha, Nebraska. Christopher has been a registered representative for over 18 years, and has been with Wells Fargo Clearing Services, LLC since 2014. Before joining Wells Fargo Clearing Services, LLC, Christopher worked for BANCWEST INVESTMENT SERVICES, INC., Wells Fargo Advisors, LLC, and TD AMERITRADE, INC., as well as Ameritrade, Inc.. Christopher specializes in providing investment advice and financial planning services to individuals, families, and businesses. Christopher is also a Registered Options Principal and a General Securities Principal.
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
NE
01/27/2016 - Present
Wells Fargo Clearing Services, LLC (OMAHA NE)
NE
12/06/2013 - 10/03/2014
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
07/26/2012 - 08/13/2013
WELLS FARGO ADVISORS, LLC (OMAHA NE)
NE
04/22/2006 - 07/02/2012
TD AMERITRADE, INC. (OMAHA NE)
NE
06/17/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 03/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2005
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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