Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pace is a financial advisor with over 10 years of experience in the industry. Christopher currently works with Wells Fargo Clearing Services, LLC, where Christopher offers investment consulting services to institutional clients. Previously, Christopher has held positions at Citigroup Global Markets Inc, LPL Financial LLC, Key Investment Services LLC and Edward Jones. Christopher holds Series 66, SIE, and Series 7 licenses. Christopher's expertise includes portfolio management for both businesses and individuals.
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
TX
08/20/2024 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
09/14/2021 - 06/06/2022
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
WA
06/19/2019 - 09/25/2019
LPL FINANCIAL LLC (RENTON WA)
AK
07/11/2018 - 11/09/2018
KEY INVESTMENT SERVICES LLC (ANCHORAGE AK)
AK
02/10/2014 - 05/31/2018
EDWARD JONES (JUNEAU AK)
BOTH
Issued 03/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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