Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Larsen is a financial advisor at Schwab Wealth Advisory, Inc. Christian is a Series 7, 63, and 66 licensed advisor who has been in the industry since 2000. Christian's experience includes providing financial advice to individuals and businesses, including retirement planning and portfolio management. Christian is registered to provide investment advice in 27 states.
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
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (LONE TREE CO)
TX
04/26/2000 - 11/22/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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