Unclaimed
Christopher Hanshaw is a financial advisor with over 25 years of experience in the industry. Christopher is currently registered with Wells Fargo Clearing Services, LLC. Christopher has held previous registrations with A. G. EDWARDS & SONS, INC., MORGAN STANLEY DW INC., and FORTIS INVESTORS, INC. Christopher has Series 6, 7, 31, 63, and 65 licenses and holds a SIE designation. Christopher is registered to provide investment advice in Pennsylvania. Christopher's specializations include: portfolio management for individuals, portfolio management for businesses, selection of other advisors, pension consulting, financial planning, and investment consulting services to institutional 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.
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
PA
09/09/2016 - Present
Wells Fargo Clearing Services, LLC (LEMOYNE PA)
PA
08/26/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HARRISBURG PA)
NY
07/18/1996 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
03/11/1996 - 06/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1996
Series 6 - Investment Company Products/Variable Contracts 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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