Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Villa is a registered representative with Schwab Wealth Advisory, Inc. based in Westlake, TX. Christian has been in the financial services industry since 2019 and holds the Series 7, Series 63, and Series 66 licenses. Christian has worked with both Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. in the past. Christian also owns a small business, M&A Villa Properties LLC.
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
TX
04/30/2023 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
10/09/2019 - 01/11/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 04/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Christian Villa is the right advisor for you? Invested Better is here to help.
