Unclaimed
Christopher Snively is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial services industry since 2004. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional, holds Series 7, 9, 10, 31, and 66 licenses, and is registered in 28 states. Christopher previously worked at Wells Fargo Clearing Services, LLC. Christopher's current location is 440 Crown Oak Centre Drive in Longwood, Florida.
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
FL
02/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGWOOD FL)
FL
01/01/2008 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE MARY FL)
FL
03/11/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE MARY FL)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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