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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Scott Steel is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher is licensed in Florida and Texas, and has been in the industry since 1994. Christopher has a strong background in financial services, having previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is committed to providing personalized financial advice to individuals, families, and businesses. Christopher's clients are primarily individuals and corporations, and he helps them with financial planning, investment management, and portfolio management services. Christopher's areas of expertise include Retirement Planning, College Savings, Estate Planning, and Insurance Planning.
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
05/11/2021 - Present
Wells Fargo Clearing Services, LLC (LAKE MARY FL)
FL
02/13/2009 - 07/22/2020
UBS FINANCIAL SERVICES INC. (ORLANDO FL)
FL
07/03/1996 - 02/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEATHROW FL)
MI
12/12/1994 - 07/25/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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