Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Szaraz is a financial advisor who has been in the industry since May 14, 2007. Christopher is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with this firm since June 10, 2015. Christopher is licensed to provide financial advice in all 50 states. Christopher has a broad range of experience in the financial services industry, having previously worked at Charles Schwab & Co., Inc. and T. Rowe Price Investment Services, Inc. Christopher is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
06/10/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
10/13/2010 - 07/07/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
02/20/2008 - 10/14/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
12/06/2004 - 08/09/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Szaraz is the right advisor for you? Invested Better is here to help.
