Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wise is a financial advisor with over 8 years of experience in the industry. Christopher has a broad range of experience having worked with firms such as Northstar Securities, LLC, Jackson National Life Distributors LLC, and WFG Investments, Inc. Christopher is currently registered with Mutual Advisors, LLC and holds a Series 7, Series 63, Series 65, and Series 24 license. Christopher is a Certified Financial Planner and has a strong track record of providing personalized financial advice to 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.
Hourly consulting
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.
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2
TX
04/22/2019 - Present
Mutual Advisors, LLC (Kingwood TX)
CO
08/10/2017 - 05/01/2018
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
CO
01/20/2016 - 03/22/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
TX
07/17/2015 - 01/20/2016
WFG INVESTMENTS, INC. (KINGWOOD TX)
BC
Issued 09/18/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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