Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wells is a financial advisor with over 10 years of experience in the industry. He is currently registered with Charles Schwab & Co., Inc. in Chicago, IL. Christopher is experienced in financial planning, portfolio management, and providing services to clients in different areas. He is committed to providing personalized advice and guidance to help clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
02/11/2019 - Present
Charles Schwab & CO., Inc. (Chicago IL)
WI
05/12/2016 - 09/10/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
05/12/2016 - 09/10/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
05/12/2016 - 09/10/2018
SII INVESTMENTS, INC. (APPLETON WI)
CO
10/16/2012 - 09/10/2018
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
08/21/2015 - 03/24/2016
CURIAN CLEARING, LLC (DENVER CO)
CA
01/05/2009 - 05/26/2011
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 01/10/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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