Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lawrence Borzych is a financial advisor currently registered with Charles Schwab & CO., INC. in Clemmons, NC. Christopher has been in the financial services industry since 1989 and has experience working with various clients. He previously worked at USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, BANC OF AMERICA INVESTMENT SERVICES, INC., FIRST UNION SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Christopher holds the Series 6, 7, 24, 26, and 63 licenses. He is also a Certified Financial Planner.
Clemmons, NC
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
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NC
06/13/2023 - Present
Charles Schwab & CO., Inc. (Clemmons NC)
TX
01/07/2004 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/13/2003 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
07/05/2001 - 01/30/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
10/01/2000 - 04/19/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/15/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
07/14/1989 - 11/22/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/14/1989 - 11/22/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 9/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 7/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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