Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Noel Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Salt Lake City, Utah. Christopher has been in the financial services industry since 2000 and holds a variety of licenses and certifications, including the Series 7, Series 63, and Series 65 licenses. Christopher has extensive experience working with individuals, businesses, and retirement plans. Christopher also has experience working with corporations, pension and profit sharing plans, and high-net-worth individuals. Christopher provides financial planning, portfolio management, and other advisory services to clients.
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
UT
07/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Salt Lake City UT)
UT
02/10/2011 - 07/30/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALT LAKE CITY UT)
UT
06/01/2009 - 03/09/2011
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
08/12/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
NY
07/19/2000 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Williams is the right advisor for you? Invested Better is here to help.
