Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Yalanis is an investment advisor representative with Wells Fargo Clearing Services, LLC. Christopher has been in the industry since April 17, 2002. Christopher holds a Series 63 and Series 65 licenses. Christopher also holds Series 7, Series 3, Series 9, Series 10, Series 31 and SIE licenses. Christopher is registered to provide investment advisory services in Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, and Washington. Christopher was previously employed with CITIGROUP GLOBAL MARKETS INC. in Newport, Rhode Island. Christopher is a Certified Financial Planner.
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
RI
10/09/2014 - Present
Wells Fargo Clearing Services, LLC (NEWPORT RI)
RI
04/18/2002 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT RI)
IA
Issued 05/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/2002
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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