Christopher J. Shelton

Christopher J. Shelton

Financial Analyst

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location of Christopher J. SheltonPortland, Maine Metropolitan Area

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  • Timeline

  • About me

    Associate Vice President - Investments, Financial Advisor at Wells Fargo Advisors

  • Education

    • University of Maine

      2005 - 2010
      Bachelor of Business Administration - BBA Finance

      Activities and Societies: SPIFFY (Student Portfolio Investment Fund)

    • Mount Desert Island High School

      2000 - 2004
      General
  • Experience

    • Bellview Associates, LLC

      Aug 2011 - Nov 2012
      Financial Analyst

      Bellview Associates is a financial advisory firm providing superior independent corporate finance advice to its clients. The Firm has particular expertise in advising companies regarding ESOPs, and analyzing and designing ESOP transactions for clients. Chris performed analytical duties such as constructing models and evaluating company specific data to construct tailored solutions for clients.

    • Morgan Stanley

      Dec 2012 - Apr 2019
      Financial Advisor
    • First National Wealth Management

      Apr 2019 - May 2022
      AVP, Portfolio Manager
    • Wells Fargo Advisors

      May 2022 - now
      Associate Vice President - Investments, Financial Advisor
  • Licenses & Certifications

    • Health, Life and Accident Insurance

      Jan 2013
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Jan 2013
    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Jan 2013
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Jan 2013