Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Knabe is a financial advisor who has been working in the industry since 1998. Chris is currently registered with Cuso Financial Services, LP and has been with the firm since 2018. Chris has a diverse background in the financial services industry, having worked at Fidelity Brokerage Services LLC, LPL Financial LLC, 1717 Capital Management Company, American General Securities Incorporated, Franklin Financial Services Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chris offers financial planning, portfolio management for individuals and businesses, and educational seminars. Chris has a Series 7 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
10/04/2018 - Present
Cuso Financial Services, LP (Southlake TX)
TX
12/06/2011 - 09/24/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/10/2007 - 11/22/2011
LPL FINANCIAL LLC (FLOWER MOUND TX)
TX
09/17/2004 - 08/28/2007
1717 CAPITAL MANAGEMENT COMPANY (ROANOKE TX)
AZ
10/01/2002 - 09/16/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/28/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
12/05/1997 - 08/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/07/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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