Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McGuire is a financial advisor with Wells Fargo Clearing Services, LLC in Mystic, CT. Christopher has been working in the financial services industry since 1991 and has been registered with Wells Fargo Clearing Services, LLC since 2008. Prior to joining Wells Fargo, Christopher was with A. G. Edwards & Sons, Inc. and Janney Montgomery Scott LLC. Christopher specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Christopher holds Series 7 and 63 licenses and the SIE exam.
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
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (MYSTIC CT)
CT
08/23/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MYSTIC CT)
PA
10/09/1991 - 08/27/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
CO
07/05/1991 - 08/23/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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