Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wilson is an active advisor registered with the state of North Carolina and the firm Raymond James Financial Services Advisors, Inc.. Christopher has worked in the financial industry since 2017 and has held previous positions at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Bank NA, and Pinnacle Bank/Pinnacle Financial Partners. Christopher is a licensed banker and holds several industry designations including Series 66, SIE, and Series 7. The advisor is employed by Raymond James Financial Services Advisors, Inc. and is affiliated with Pinnacle Asset Management. Christopher has a strong background in financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
09/07/2021 - Present
Raymond James Financial Services Advisors, Inc. (Winston Salem NC)
NC
09/12/2016 - 05/13/2021
WELLS FARGO CLEARING SERVICES, LLC (WINSTON SALEM NC)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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