Unclaimed
Christopher Bygrave is a financial professional with experience in the industry. Christopher is currently registered with Charles Schwab & CO., Inc. and is based in New York City, NY. Christopher has a strong understanding of the financial markets and has been actively involved in advising clients on their investment goals. Christopher's experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated helps Christopher provide clients with a well-rounded financial planning approach. Christopher has the Series 7TO, SIE, and Series 66 licenses to provide financial advice.
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
NY
08/12/2022 - Present
Charles Schwab & CO., Inc. (New York City NY)
NY
01/01/2020 - 07/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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