Unclaimed
Christopher Buckley is a financial advisor with Schwab Wealth Advisory, Inc. Christopher has been in the industry since May 2015 and is registered to provide investment advice in 17 states. Christopher is a Certified Financial Planner and holds the Series 66, SIE, and Series 7 licenses. He specializes in providing financial planning services to individuals, businesses, and families. Previously, Christopher worked at Fidelity Brokerage Services LLC and Fidelity Investments in Durham, North Carolina, as well as Fidelity Personal and Workplace Advisors in Boston, Massachusetts.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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VA
03/19/2024 - Present
Schwab Wealth Advisory, Inc. (Tysons Corner VA)
VA
05/06/2015 - 02/22/2024
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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