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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wayne Paul is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry since 1998. Christopher is a licensed representative with Wells Fargo Clearing Services, LLC in LEES SUMMIT, MO. Christopher also has experience with A.G. EDWARDS & SONS, INC., EDWARD JONES, and AMERICAN CENTURY INVESTMENT SERVICES INC.. Christopher holds Series 6, 7, 63, and SIE licenses.
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
MO
01/01/2025 - Present
Wells Fargo Clearing Services, LLC (LEES SUMMIT MO)
MO
05/11/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDEPENDENCE MO)
MO
10/29/2001 - 05/16/2006
EDWARD JONES (LEES SUMMIT MO)
MO
06/29/1998 - 10/25/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
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
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