Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jacobs is a financial advisor with over 14 years of experience in the financial services industry. Christopher has held positions with several prominent firms, including Morningstar Investment Services, LLC, Charles Schwab & Co., Inc. and LPL Financial LLC. Christopher currently holds registrations in all 50 states and the District of Columbia for both broker-dealer and investment advisor activities. Christopher's specialties include financial planning, portfolio management and retirement planning. Christopher is committed to providing his clients with personalized financial advice to help them reach their financial 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
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2
NC
01/09/2023 - Present
Charles Schwab & CO., Inc. (MATTHEWS NC)
SC
05/20/2021 - 12/01/2022
LPL FINANCIAL LLC (FORT MILL SC)
IL
11/30/2018 - 01/22/2021
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
04/30/2013 - 11/26/2018
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
MI
08/05/2010 - 04/22/2013
CSSC BROKERAGE SERVICES, INC. (TROY MI)
MI
07/20/2007 - 08/01/2008
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BC
Issued 12/20/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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