Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Longfellow is a financial advisor with Charles Schwab & CO., Inc. Christopher has been in the industry since June 2000. Christopher has a wide range of experience and expertise in the financial services industry and is committed to providing personalized financial advice to help clients reach their financial goals. Christopher's specializations include financial planning and selection of other advisers. Christopher holds various licenses and certifications including Series 63, Series 66, Series 7, Series 9, Series 10, and the SIE exam. Christopher has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Christopher has over 23 years of experience in the securities industry.
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
1
2
AZ
05/26/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 09/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Christopher Longfellow is the right advisor for you? Invested Better is here to help.
