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Christopher Eschmann

Charles Schwab & CO., Inc.

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About Christopher Eschmann

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.

Firm Information

Christopher Eschmann is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Christopher Eschmann’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christopher Eschmann.
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