Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Higgins Hooper is a financial advisor with over 20 years of experience in the industry. Christy is currently registered with Wells Fargo Clearing Services, LLC and provides investment advice to individuals, businesses, charitable organizations, and trusts. Christy previously worked at Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Christy holds the Series 7, 63, and 65 securities licenses. Christy's investment experience includes investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management.
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
GA
02/01/2016 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
01/17/2003 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
10/13/1994 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 7 - General Securities 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 Christy Hooper is the right advisor for you? Invested Better is here to help.
