CW
CW
Christopher Wolfe
25 Years of Experience
Carle Place, NY
1 DisclosureBrokerSells Insurance
Christopher Wolfe is a registered investment advisor, based in Carle Place, NY, with 25 years of industry experience.
Location
One Old Country Road, Suite 335,, Carle Place, NY, 11514
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Regulatory History (1)
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Customer Dispute
May 2003Denied
Other Business ActivitiesSells Insurance
Christopher is the President of CJW Financial Associates, selling premium financing life insurance and fixed insurance products, dedicating about 10-20% of his time. He is also an independent insurance agent selling various insurance products, and a sales rep/insurance advisor, together taking about a quarter of his time, and refers title insurance, taking minimal time.
Employment History
Current Registrations
Vanderbilt Advisory Services
December 2023 - Present · 2 yrs 7 mos
Vanderbilt Securities, LLCBroker
December 2023 - Present · 2 yrs 7 mos
Previous Registrations
American Portfolios Advisors, INC
April 2021 - December 2023 · 2 yrs 8 mos
American Portfolios Financial Services, INC.Broker
April 2017 - December 2023 · 6 yrs 8 mos
Park Avenue Securities LLCBroker
March 2011 - May 2017 · 6 yrs 2 mos
MML Investors Services, LLCBroker
June 2005 - March 2011 · 5 yrs 9 mos
New England SecuritiesBroker
November 2000 - July 2005 · 4 yrs 8 mos
State Registrations11 states
CACTFLGAMANJNYORPASCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.