Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McDermott is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Palm Beach Gardens, Florida. Christopher has been a registered representative for over 15 years, and has a background in the financial services industry, working for firms such as Lehman Brothers Inc., TD Securities (USA) Inc., and Salomon Smith Barney Inc. Christopher holds Series 66, Series 7, and SIE licenses. Christopher has also been a trustee of a FINET Practice SOLO 401K since 2017. Christopher is licensed to offer investment advisory services in Connecticut, Florida, New York, and North Carolina.
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.
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2
FL
02/05/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
10/01/2014 - 10/30/2014
MBSC SECURITIES CORPORATION (PALM BEACH GARDENS FL)
FL
09/24/2012 - 07/25/2013
SANFORD C. BERNSTEIN & CO., LLC (WEST PALM BEACH FL)
NY
10/14/2004 - 02/19/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/07/2001 - 07/01/2003
TD SECURITIES (USA) INC. (NEW YORK NY)
NY
11/13/2000 - 02/28/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 01/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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