Unclaimed
Christopher Kizis is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since January 2001. Christopher has a strong background in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and UBS Financial Services Inc. Christopher holds a Series 7, Series 10, Series 31, and Series 66 securities licenses. He is also registered with the state of New Jersey. Christopher has a deep understanding of the financial markets and is dedicated to providing clients with personalized advice and guidance. Christopher has a proven track record of success and is committed to helping clients achieve their financial goals.
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
NJ
10/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
02/27/2009 - 10/20/2022
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NY
06/25/2004 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
01/17/2001 - 07/06/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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