Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Sundquist is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with Charles Schwab & CO., Inc. and is located in Omaha, Nebraska. Christopher has a strong background in the financial services industry, having previously worked with TD Ameritrade, Inc., D.A. Davidson & Co., Wells Fargo Securities, LLC and Wells Fargo Brokerage Services, L.L.C. Christopher holds a variety of licenses and certifications, including Series 3, Series 4, Series 7, Series 24, and Series 63. Christopher is a Registered Representative and is able to provide investment advice and guidance to individual and institutional clients.
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
NE
05/21/2020 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/21/2016 - 04/21/2020
TD AMERITRADE, INC. (OMAHA NE)
NE
09/04/2012 - 09/03/2013
D.A. DAVIDSON & CO. (LINCOLN NE)
NE
11/06/2009 - 09/05/2012
WELLS FARGO SECURITIES, LLC (LINCOLN NE)
NE
11/10/1999 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (LINCOLN NE)
CA
05/18/2000 - 09/14/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 06/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2018
Series 4 - Registered Options Principal Examination
BC
Issued 01/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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