Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Calvo is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Charles Schwab & Co., Inc. in Texas and is also registered as an Investment Advisor Representative in Texas. Christopher previously worked with USAA Financial Advisors, Inc. and USAA Investment Management Company. Christopher holds Series 6, 7, 63 and 65 securities licenses and the SIE exam.
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
IN
05/23/2020 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
TX
09/21/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/30/2001 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 12/4/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/5/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 8/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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