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Christian Terrazas

Charles Schwab & CO., Inc.

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About Christian Terrazas

Christian Terrazas is a financial advisor with over 4 years of experience in the financial industry. Christian is registered with Charles Schwab & CO., Inc. and holds multiple licenses and registrations including Series 6, 7, 63, and 66. Christian's prior work experience includes time at BBVA Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Christian Terrazas is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Christian Terrazas’s Registration & Firm History

CA

11/01/2024 - Present

Charles Schwab & CO., Inc. (Upland CA)

NY

04/11/2023 - 07/27/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

12/20/2022 - 02/28/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

10/27/2021 - 11/07/2022

UNIONBANC INVESTMENT SERVICES, LLC (SAN BERNARDINO CA)

CA

01/01/2019 - 06/02/2021

BBVA SECURITIES INC. (RIVERSIDE CA)

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Licenses & Designations

BOTH

Issued 05/25/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Christian Terrazas.
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