Unclaimed
Christopher Eschmann has been in the financial services industry since 1994. Currently, Christopher is a registered representative with Charles Schwab & Co., Inc.. Christopher has worked with several other firms over the years including Edward Jones, J.P. Morgan Institutional Investments Inc. and Goldman, Sachs & Co.. Christopher is also licensed as an Investment Advisor Representative in New York.
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
NY
02/04/2022 - Present
Charles Schwab & CO., Inc. (Huntington Station NY)
NY
10/02/2017 - 01/20/2022
EDWARD JONES (GARDEN CITY NY)
NY
01/03/2011 - 06/19/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
12/09/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
02/10/2006 - 09/29/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
PA
01/21/2004 - 03/01/2006
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NY
11/06/1998 - 09/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/08/1995 - 10/16/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/16/1993 - 08/24/1995
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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