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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Snowden is an Investment Advisor Representative at Channel Wealth, LLC in SANTA BARBARA, CA. Christian has been in the industry for 11 years and has Series 3, 7, and 66 licenses, as well as the SIE exam. Christian Snowden is also registered with the state of California. Prior to joining Channel Wealth, LLC, Christian Snowden was affiliated with SAGEPOINT FINANCIAL, INC. and UBS FINANCIAL SERVICES INC.. Christian Snowden has experience working with high net worth individuals, charitable organizations, corporations and other businesses, pension and profit sharing plans, and individuals other than high net worth individuals. Christian Snowden provides consulting services and financial planning services to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Financial planning and consulting
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2
CA
10/28/2022 - Present
Channel Wealth, LLC (SANTA BARBARA CA)
CA
08/13/2014 - 11/01/2022
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
06/22/2011 - 08/08/2014
UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)
BOTH
Issued 07/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
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