Unclaimed
Christopher Wilson is a financial advisor registered with First Command Advisory Services and has been working in the financial industry since December 2014. Christopher is licensed in both Florida and Texas and holds licenses for both Broker-Dealer and Investment Advisor. Christopher specializes in financial planning, portfolio management for individuals, and has worked with over 100,000 individual clients. Christopher holds the Series 66 and Series 7 licenses, along with the SIE license. Christopher has earned the designations of Certified Financial Planner and Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/03/2017 - Present
First Command Advisory Services (Shalimar FL)
BOTH
Issued 01/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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