Wedbush Securities Welcomes Chris Ellis, CFP, as Vice President, Investments

Chris Ellis, CFP, VP, Investments (Photo: Business Wire)

LOS ANGELES–(BUSINESS WIRE)–Wedbush Securities, a prominent diversified independent financial services provider, welcomes Chris Ellis as Vice President, Investments to its growing Pasadena, CA office. Ellis is a Certified Financial Planner who joins from CUSO Financial Services and will aid in further expanding Wedbush’s footprint in Southern California.

“Joining Wedbush feels like a natural progression and an exciting new phase for my clients and me”Post this

Prior to joining the financial services industry, Ellis had a successful career as a men’s college basketball manager at Pepperdine University and as a women’s college basketball assistant coach at the University of California, Irvine. His transition to the financial services industry was seamless and driven by a passion for helping individuals and their financial futures. Coming from CUSO Financial Services, Ellis also spent time at LAPD Financial Credit Union and Independent Financial Group.

“Joining Wedbush feels like a natural progression and an exciting new phase for my clients and me,” states Ellis. “I’m looking forward to being a part of a team that shares my commitment to excellence and client-centric service.”

“Chris’s arrival at Wedbush underscores our commitment to assembling a team of top-tier talent dedicated to delivering unparalleled wealth management solutions. His unique blend of coaching and financial expertise, coupled with his designation as a CFP, aligns seamlessly with our approach and reinforces our mission to provide innovative and personalized financial services,” added EVP, Head of Wealth Management, Chris Mone.

Ellis received his BS in Political Science from Pepperdine University and Master of Education from Loyola Marymount University.

About Wedbush Securities

Wedbush Securities is the largest subsidiary of Wedbush Financial Services. Since its founding in 1955, Wedbush is widely known for providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services. Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology. Securities and Investment Advisory services are offered through Wedbush Securities Inc. Member NYSEFINRA / SIPC

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Contacts

Serina Molano
[email protected]
213-688-4564

Source : https://www.businesswire.com/news/home/20240207595221/en/Wedbush-Securities-Welcomes-Chris-Ellis-CFP-as-Vice-President-Investments


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