Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Reynolds is a financial advisor with over 30 years of experience in the financial services industry. Reynolds is registered with Wells Fargo Clearing Services, LLC and is licensed to provide securities and investment advisory services in several states. Before joining Wells Fargo, Reynolds worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Dean Witter Reynolds Inc., and J.J. Kenny Drake, Inc. He is a Series 7, Series 52, Series 63, and Series 65 licensed professional and holds the Securities Industry Essentials (SIE) certification. Reynolds specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions.
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
UT
11/12/2009 - Present
Wells Fargo Clearing Services, LLC (PARK CITY UT)
UT
06/01/2009 - 12/07/2009
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
12/07/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
NY
11/13/2000 - 11/30/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/01/1985 - 11/02/2000
J.J. KENNY DRAKE, INC. (NEW YORK NY)
IA
Issued 01/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1985
Series 52 - Municipal 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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