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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wolt is a financial advisor registered with TD Private Client Wealth LLC and has been in the industry since 2001. Christopher has been registered with TD Private Client Wealth LLC since 2012. Christopher has a Series 6, 7, 63, and 65 license and holds registrations in Connecticut, Florida, Massachusetts, New Jersey, New York, and Texas. Christopher has experience working with individuals, high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/15/2021 - Present
TD Private Client Wealth LLC (White Plains NY)
NY
10/01/2000 - 10/11/2010
WELLS FARGO ADVISORS, LLC (TUCKAHOE NY)
NC
06/22/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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