Unclaimed
Christopher Housel is a registered representative and investment advisor representative associated with Wells Fargo Clearing Services, LLC. Christopher has been in the securities industry since July 14, 2017. Christopher is licensed in New Jersey and Pennsylvania. Christopher has been associated with Wells Fargo Clearing Services, LLC since May 2018. Previously, Christopher was associated with Citizens Securities, INC. from April 2017 to May 2018. Christopher holds the following securities licenses: Series 6, Series 7, Series 63, and Series 66. Christopher also holds the SIE exam.
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
02/09/2021 - Present
Wells Fargo Clearing Services, LLC (CHESTERBROOK PA)
PA
04/24/2017 - 05/18/2018
CITIZENS SECURITIES, INC. (CONSHOHOCKEN PA)
BOTH
Issued 02/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2017
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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