Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Leavay is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial services industry since 2004. Christopher has a Series 7, 24, 63, and 65 license. Christopher provides financial planning and investment management services to individual and institutional clients.
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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2
CT
10/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FAIRFIELD CT)
CT
09/17/2004 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
IA
Issued 10/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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