Unclaimed
Christopher Allan Borge is a registered representative with Charles Schwab & Co., Inc. Christopher has been in the financial services industry since 2016 and is licensed to provide financial advice in the states of Florida and Texas. Christopher is a Series 63, Series 7, and SIE licensed advisor.
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
CO
03/10/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
FL
11/12/2015 - 10/24/2022
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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