Unclaimed
Christopher Long O'Donnell is a financial advisor with over 35 years of experience in the industry. Christopher is registered with Wells Fargo Clearing Services, LLC and is licensed in 10 states, including New York, California, Florida, and Connecticut. Christopher has held previous positions at Morgan Stanley, Credit Suisse Securities (USA) LLC, Bear, Stearns & Co. Inc., and Lehman Brothers Inc. Christopher holds the Series 7 and Series 66 licenses and the SIE exam certification.
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
NY
12/16/2022 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
06/27/2013 - 01/06/2023
MORGAN STANLEY (Purchase NY)
NY
06/05/2008 - 07/10/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
03/04/2004 - 06/25/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/11/1998 - 03/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/20/1996 - 08/31/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
01/05/1995 - 02/29/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/16/1994 - 01/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/17/1993 - 09/15/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
12/10/1990 - 05/14/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/27/1988 - 04/03/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
03/16/1987 - 09/22/1988
PAINEWEBBER INCORPORATED
NA
07/23/1985 - 03/23/1987
CAPITAL ANALYSTS, INCORPORATED
BOTH
Issued 07/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
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
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