Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Logan is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the industry since 2000. Christopher holds the Series 7, 63, 31, and SIE licenses as well as the Series 65 for investment advisor representatives. Christopher is registered with the Securities and Exchange Commission (SEC) and has been working with Wells Fargo since 2014. Prior to working with Wells Fargo, Christopher worked with UBS Financial Services Inc. in Nashville, TN and Morgan Stanley DW Inc. in Purchase, NY. Christopher provides investment advisory services to individual and 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
TN
09/03/2014 - Present
Wells Fargo Clearing Services, LLC (BRENTWOOD TN)
TN
08/06/2007 - 08/15/2014
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NY
03/31/2005 - 02/15/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
07/03/2000 - 06/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/29/2000
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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