Unclaimed
Christopher Cornwall has over 25 years of experience in the financial services industry. Christopher is a registered representative of Schwab Wealth Advisory, Inc. and currently holds registrations with the state of Arizona and Texas. Christopher also has several industry certifications, including Series 7, Series 63, and Series 66. Christopher's focus is providing investment and financial planning services to individuals and businesses.
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.
1
2
AZ
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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