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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Shelton is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial industry since October 4, 2015. Previously, Christopher worked with Wells Fargo Clearing Services, LLC., Cetera Investment Services LLC, and Morgan Stanley. Christopher has Series 63 and Series 65 licenses. Christopher is registered in 27 states to provide investment advice and securities transactions. Christopher is licensed as an Investment Adviser Representative in Texas. Christopher specializes in retirement planning, college savings, estate planning, and insurance.
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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ME
06/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BANGOR ME)
ME
04/28/2022 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (BANGOR ME)
ME
02/13/2020 - 06/18/2020
CETERA INVESTMENT SERVICES LLC (Ellsworth ME)
ME
01/30/2013 - 04/18/2019
MORGAN STANLEY (PORTLAND ME)
BC
Issued 03/04/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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