Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Esser is an investment advisor representative registered with Vanguard Advisers, Inc. Christopher has been in the industry since 1996 and holds the Series 6, 7, 63 and 65 licenses, along with the SIE exam. Christopher is a Certified Financial Planner and has worked with a variety of clients, including individuals, businesses, investment companies, and charitable organizations. Christopher has experience providing financial planning, portfolio management, and selection of other advisors. Christopher is currently registered with the state of Arizona and is also a resident of Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
AZ
05/18/2011 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
04/07/2010 - 04/19/2011
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
PA
11/08/2007 - 08/28/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
04/09/1996 - 10/22/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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