Christine Klee, financial advisor Kingston NY
93 score

Christine Klee

CRD Number: 3024629
Current Firm: Wells Fargo Advisors, LLC

Christine Klee (CRD# 3024629) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Kingston, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Kingston, NY Nov 2010 - Current 6
Unemployed Woodstock, NY Feb 2010 - Nov 2010 < 1
Morgan Stanley Smith Barney Kingston, NY Jun 2009 - Jan 2010 < 1
Citigroup Global Markets Inc. Kingston, NY Feb 1998 - Jan 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
Contact Info for Christine L. Klee
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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