Unclaimed
Christopher Drum is a financial professional with over 10 years of experience in the financial services industry. Christopher is currently registered with Charles Schwab & CO., Inc., and is licensed in the state of Texas. Christopher holds the Series 99 and Series 63 licenses and has previously worked with TD Ameritrade, Inc. and Scottrade, Inc. Christopher's experience and expertise can help you develop a comprehensive financial plan to meet your needs and goals.
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
TX
08/27/2021 - Present
Charles Schwab & CO., Inc. (Austin TX)
NE
02/01/2018 - 10/20/2021
TD AMERITRADE, INC. (OMAHA NE)
MO
06/05/2012 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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