Unclaimed
Christopher Beutel is a financial advisor registered with Wells Fargo Clearing Services, LLC since November 2016. Christopher has been working in the financial industry since March 1993. Christopher is a registered representative in the state of Florida. In addition, Christopher is also an investment advisor representative in the state of Texas. Christopher has a series 6, 7, 63, 65, and SIE license. Prior to joining Wells Fargo, Christopher was employed with Salomon Smith Barney Inc, LINSCO/Private Ledger Corp and PFS Investments Inc. Christopher is actively registered with FINRA. Christopher has worked for the firm in various roles since May 2009. Christopher holds a 10% ownership interest in Big Ben's Outdoor Solutions LLC, a landscaping and lawn care business.
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
02/06/2019 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
NY
11/07/1995 - 02/07/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
SC
07/14/1995 - 10/12/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
02/02/1993 - 07/12/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Beutel is the right advisor for you? Invested Better is here to help.