Unclaimed
Christopher Marzec is a financial advisor with over 33 years of experience in the industry. Christopher is registered as a Broker/Dealer with Wells Fargo Advisors Financial Network, LLC in both Illinois and Texas. Christopher is also registered as an Investment Adviser Representative in Illinois and Texas. Previously, Christopher worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher holds Series 7, 31, 63, and 65 licenses along with the Securities Industry Essentials Examination (SIE). Christopher is a member of the Finance Committee at Fair Oaks Presbyterian Church. Christopher is also a 50% owner of FMG Wealth Management LLC. Christopher is a trustee for his mother.
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
IL
06/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
03/13/2009 - 06/21/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
09/10/1999 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
08/23/1990 - 09/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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