Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Swan is a financial advisor at Swan Capital Financial Planning. Christopher has been in the financial services industry for over 9 years, and has experience in a variety of areas, including financial planning, portfolio management, and investment advising. He holds the Series 7, Series 66 and SIE licenses, and is a Certified Financial Planner. Christopher is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
04/04/2023 - Present
Swan Capital Financial Planning (CYPRESS TX)
TX
04/08/2019 - 05/14/2020
BB&T SECURITIES, LLC (IRVING TX)
TX
10/13/2016 - 01/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARBLE FALLS TX)
TX
04/13/2015 - 09/23/2016
SCOTTRADE, INC. (AUSTIN TX)
TX
11/19/2014 - 04/17/2015
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
MO
06/24/2014 - 10/02/2014
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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