Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Smith is a financial advisor with Wells Fargo Clearing Services, LLC, based in Fort Worth, Texas. Christopher has over 14 years of experience in the financial services industry. Christopher is registered with FINRA and holds Series 7 and 66 licenses. Christopher is also registered as an Investment Advisor Representative in Texas. In addition to his role at Wells Fargo, Christopher is also the sole owner of Carter Madison Real Estate LLC. Christopher specializes in working with individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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
07/18/2023 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
09/23/2021 - 07/18/2023
J.P. MORGAN SECURITIES LLC (SOUTHLAKE TX)
TX
07/11/2017 - 09/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
10/01/2012 - 10/15/2015
J.P. MORGAN SECURITIES LLC (HURST TX)
TX
05/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEWISVILLE TX)
TX
02/05/2009 - 04/26/2010
EDWARD JONES (EULESS TX)
BOTH
Issued 02/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Smith is the right advisor for you? Invested Better is here to help.
