Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Wells is a financial advisor at LPL Financial LLC with over 20 years of experience in the financial services industry. Christopher has a strong background in providing financial advice and investment management services to individuals, families, and businesses. He specializes in providing customized financial plans and investment strategies tailored to meet individual needs and goals. Christopher has a proven track record of success and is committed to providing exceptional client service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
OH
02/14/2018 - Present
LPL Financial LLC (SPRINGFIELD OH)
OH
12/16/2010 - 02/14/2018
SII INVESTMENTS, INC. (SPRINGFIELD OH)
OH
04/13/2006 - 12/17/2010
NEXT FINANCIAL GROUP, INC. (SPRINGFIELD OH)
NY
03/23/2005 - 04/17/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/03/1999 - 03/02/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IN
09/16/1997 - 06/04/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/16/1997 - 06/04/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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