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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 Michelsen is an investment advisor representative at B. Riley Wealth Advisors, Inc., with offices in New York City. Christopher Michelsen has over 20 years of experience in the financial services industry. Christopher Michelsen offers a variety of financial services to individual and institutional clients, including financial planning, portfolio management, and pension consulting. Christopher Michelsen holds Series 4, 7, 25, 55, 57TO, and 63 securities licenses and a Series 65 investment advisor license.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/09/2022 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
08/29/2012 - 09/14/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
CT
03/12/2001 - 09/10/2012
UBS SECURITIES LLC (STAMFORD CT)
NJ
05/03/1999 - 03/12/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 09/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/2024
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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