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 Wilson is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the industry since June 24, 2004 and has experience with a range of clients. Christopher is licensed to provide investment advice in 24 states and is also registered with the Financial Industry Regulatory Authority (FINRA). Before joining Wells Fargo Clearing Services, LLC Christopher worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and UVEST Financial Services Group, Inc.
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
NC
01/18/2019 - Present
Wells Fargo Clearing Services, LLC (WEAVERVILLE NC)
NC
08/18/2006 - 10/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
SC
04/13/2006 - 10/23/2006
UVEST FINANCIAL SERVICES GROUP, INC. (MYRTLE BEACH SC)
SC
04/19/2004 - 02/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYRTLE BEACH SC)
BOTH
Issued 06/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
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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