Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Collett Kistler is a financial advisor at Wells Fargo Clearing Services, LLC. Wilson has over 10 years of experience in the financial services industry. Wilson holds Series 7, 7TO, 63 and 65 securities licenses and is also a Certified Financial Planner™. Wilson is registered with the state of South Carolina and Texas. Wilson works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Wilson provides a range of financial services, including investment management, financial planning, and retirement planning.
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
SC
07/10/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
MA
06/22/2022 - 07/11/2024
JANNEY MONTGOMERY SCOTT LLC (Hingham MA)
NY
04/23/2022 - 06/15/2022
BUTLER CAPITAL PARTNERS (OLD WESTBURY NY)
MA
01/09/2017 - 10/04/2018
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MD
03/13/2015 - 01/03/2017
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
NC
09/19/2014 - 02/28/2015
JANNEY MONTGOMERY SCOTT LLC (CHARLOTTE NC)
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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