Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chandler? Claim Your ProfileChandler Crespin is a financial advisor with Schwab Wealth Advisory, Inc. in Colorado Springs, CO. Chandler has been in the financial services industry since 2010. Chandler has a Series 7, Series 63 and Series 66 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
12/27/2023 - Present
Schwab Wealth Advisory, Inc. (Colorado Springs CO)
CO
08/19/2015 - 07/17/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
01/27/2014 - 08/12/2015
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
12/16/2010 - 10/14/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 08/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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