Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wright is a financial advisor with Charles Schwab & CO., Inc. Christopher has been in the financial services industry since 2008. Christopher has been registered with Charles Schwab & CO., Inc. since May 2020. Previously, Christopher was registered with USAA FINANCIAL ADVISORS, INC., NYLIFE SECURITIES LLC, and FIDELITY BROKERAGE SERVICES LLC. Christopher is licensed to sell securities in 51 states. Christopher holds FINRA Series 7, 6, 9, 10, 63, and SIE licenses.
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
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/13/2017 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/26/2012 - 06/23/2016
NYLIFE SECURITIES LLC (DALLAS TX)
TX
02/26/2009 - 05/10/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/11/2008 - 05/12/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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