Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kovarik is a financial advisor registered with Wells Fargo Clearing Services, LLC, a firm providing investment consulting services to institutional clients. Christopher has been in the financial services industry since August 20, 2001 and holds the Series 7, Series 31 and Series 66 securities licenses, as well as 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
CA
09/19/2023 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
06/04/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
CA
05/29/2007 - 05/10/2010
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
12/18/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
NY
12/20/2001 - 04/15/2003
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NY
01/10/2001 - 04/25/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
03/03/2000 - 10/27/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
01/17/2000 - 03/06/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/17/2000 - 03/06/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2000
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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