Unclaimed
Christopher Adajar is a financial advisor who is registered with LPL Financial LLC and has been in the financial services industry since 2001. Christopher has worked with a number of firms over the years, including Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Chase Investment Services Corp., WAMU Investments, Inc., and Banc of America Investment Services, Inc. He is licensed in California, Colorado, Florida, Indiana, Kentucky, Minnesota, Nevada, New Mexico, Ohio, Oregon, Texas, Virginia, and Washington. Christopher specializes in providing financial planning, portfolio management, and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
CA
05/08/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
01/03/2011 - 05/10/2019
WELLS FARGO CLEARING SERVICES, LLC (CHULA VISTA CA)
CA
11/06/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CA
05/02/2009 - 11/09/2009
CHASE INVESTMENT SERVICES CORP. (CHULA VISTA CA)
CA
11/07/2002 - 05/02/2009
WAMU INVESTMENTS, INC. (SPRING VALLEY CA)
MA
06/04/2001 - 10/29/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
02/01/2001 - 04/30/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 02/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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