Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Donofrio has been a registered investment advisor representative for over 20 years, with experience at a number of firms, including TD Ameritrade, E*TRADE Securities and currently at Charles Schwab & Co., Inc. Christopher is licensed to offer investment advice in a variety of states, including Arizona, California and more. Christopher has earned his Series 7 and Series 66 licenses and has held these securities licenses since 2008. He is also a licensed insurance producer and offers insurance products in addition to investment advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
10/13/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
12/20/2018 - 09/16/2021
E*TRADE SECURITIES LLC (Gilbert AZ)
AZ
12/15/2009 - 04/06/2017
TD AMERITRADE, INC. (SCOTTSDALE AZ)
IL
07/03/2008 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
MO
05/26/2000 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
CO
03/24/1997 - 11/22/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
MO
05/08/2000 - 05/26/2000
EISNER SECURITIES, INC. (ST. LOUIS MO)
NY
11/13/1995 - 04/04/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
12/12/1994 - 11/15/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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