Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Escamilla is a financial advisor at Broadway Wealth Solutions, a registered investment advisor firm located in San Antonio, Texas. Christian has over 17 years of experience in the financial services industry. Christian is registered with the state of Texas as an investment advisor representative (IAR). Christian holds the Series 6, 7, 63, 65 and SIE securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/29/2020 - Present
Broadway Wealth Solutions (SAN ANTONIO TX)
TX
07/24/2017 - 05/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
05/16/2013 - 06/02/2017
BBVA SECURITIES INC. (San Antonio TX)
TX
02/02/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)
TX
03/28/2008 - 10/09/2008
WAMU INVESTMENTS, INC. (DUNCANVILLE TX)
TX
04/27/2006 - 03/03/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
IL
07/06/2005 - 03/16/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/28/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christian Escamilla is the right advisor for you? Invested Better is here to help.
