Unclaimed
Kristopher Raney is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kristopher is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Kristopher has a strong background in providing investment advice to both individuals and institutional clients. Kristopher is registered in 15 states and has a Series 7, Series 31, and Series 66 license.
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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2
CA
05/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (EL SEGUNDO CA)
CA
10/14/2010 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (EL SEGUNDO CA)
CA
06/01/2009 - 10/29/2010
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
CA
05/21/2002 - 04/02/2007
MORGAN STANLEY DW INC. (LOS ANGELES CA)
BOTH
Issued 06/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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