Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bevans is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial services industry since August 2003. Christopher holds the Series 7, 31, and 66 licenses. Christopher works with individual clients, high-net-worth individuals, trusts, estates, charitable organizations, corporations, businesses, and retirement plans. Christopher's primary office is located in Irvine, California. Christopher is also registered to do business in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Christopher specializes in portfolio management, financial planning, and investment consulting.
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.
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CA
10/24/2022 - Present
Wells Fargo Advisors Financial Network, LLC (HUNTINGTON BEACH CA)
CA
06/01/2009 - 10/27/2022
MORGAN STANLEY (SANTA ANA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA ANA CA)
CA
08/04/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA ANA CA)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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