Unclaimed
Christopher Marr is a financial advisor at Charles Schwab & CO., Inc. Christopher has been in the financial services industry since 1998. Christopher is licensed to provide financial advice in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, Washington, West Virginia, and Wisconsin. Christopher's firm, Charles Schwab & CO., Inc. provides financial planning and portfolio management services to individuals, families, businesses, and institutions. The firm has offices in Raleigh, NC and other locations across the United States.
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
NC
07/29/2021 - Present
Charles Schwab & CO., Inc. (Raleigh NC)
NC
11/02/2012 - 08/08/2019
FIDELITY BROKERAGE SERVICES LLC (RALEIGH NC)
NC
04/06/1998 - 03/13/2012
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 01/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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