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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Andrew Schwartz is a financial advisor currently registered with Commonwealth Financial Network, a firm with over 2,950 registered representatives. Christopher Schwartz is also a Registered Representative with Commonwealth Financial Network. Christopher Schwartz has experience in the industry since 2015, and has offices in San Diego, CA. Christopher Schwartz is also registered as an Investment Advisor Representative in Massachusetts. Christopher Schwartz works with a variety of client types including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and individuals other than high-net-worth individuals. Commonwealth Financial Network offers a variety of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
11/08/2016 - Present
Commonwealth Financial Network (SAN DIEGO CA)
IN
09/21/2015 - 11/04/2016
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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