Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Waldo is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Christopher has been a registered investment advisor for over 16 years. Christopher holds the following licenses: Series 6, Series 7, Series 52, Series 63 and Series 66. In addition to Charles Schwab & Co., Inc., Christopher was previously associated with TD AMERITRADE, INC., MetLife Securities Inc. and Jackson National Life Distributors LLC. Christopher has been involved in the financial industry since September 26, 2005.
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
CO
01/31/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
08/21/2013 - 05/19/2024
TD AMERITRADE, INC. (Lone Tree CO)
CO
12/06/2010 - 08/14/2013
METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)
CO
04/29/2008 - 03/03/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
MI
09/23/1997 - 02/01/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 04/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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