Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Offner is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial industry since March 21, 1999. Christopher has a long history with many firms, including Edward Jones, Hartford Funds Distributors, LLC, Morgan Stanley, UBS Financial Services Inc. and TD Ameritrade, Inc.. Christopher is a financial advisor with a wide range of experience and expertise.
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
TX
09/13/2022 - Present
Wells Fargo Advisors Financial Network, LLC (PLANO TX)
TX
03/23/2018 - 09/15/2022
EDWARD JONES (McKinney TX)
PA
05/05/2014 - 08/11/2017
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
TX
05/07/2011 - 05/14/2014
MORGAN STANLEY (PLANO TX)
TX
06/11/2009 - 04/27/2011
UBS FINANCIAL SERVICES INC. (ADDISON TX)
TX
06/03/2009 - 06/17/2009
TD AMERITRADE, INC. (PLANO TX)
NJ
02/25/2008 - 02/26/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
11/13/2007 - 02/19/2008
SUNTRUST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
06/05/2007 - 11/06/2007
UVEST FINANCIAL SERVICES GROUP, INC. (WINSTON-SALEM NC)
WA
01/03/2007 - 06/07/2007
FORESIDE FUND SERVICES, LLC (SEATTLE WA)
WA
08/04/2006 - 12/31/2006
ALPS DISTRIBUTORS, INC. (SEATTLE WA)
CT
11/01/2005 - 07/20/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NJ
12/11/2002 - 10/25/2005
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
02/02/2001 - 01/15/2003
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IL
05/20/1999 - 10/09/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
TX
07/02/1998 - 06/15/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MA
10/25/1993 - 05/25/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/25/1993 - 05/25/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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