Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wilson is a financial professional with over 20 years of experience in the financial services industry. Christopher is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Christopher has held previous positions with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., CITISTREET EQUITIES LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Christopher is a licensed Investment Advisor Representative in the states of Connecticut, Florida, New York, and Vermont. Christopher is also a Registered Representative in the state of New York. Christopher specializes in providing financial planning and portfolio management services to individuals and corporations. Christopher's experience and expertise allow Christopher to provide a wide range of financial services to Christopher's clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (LATHAM NY)
NY
06/14/2010 - 11/11/2014
LPL FINANCIAL LLC (ALBANY NY)
NY
06/22/2009 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (ALBANY NY)
NY
06/22/2005 - 06/22/2009
UVEST FINANCIAL SERVICES GROUP, INC. (ALBANY NY)
NJ
07/02/2004 - 06/14/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
09/12/2003 - 04/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/12/2003 - 04/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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