Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Burkhard is a financial advisor with over 23 years of experience in the industry. Christopher currently works at Charles Schwab & CO., Inc. Christopher previously worked at NYLIFE DISTRIBUTORS LLC, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc. and Paine Webber Incorporated. Christopher holds the Series 66, Series 24, SIE, and Series 7 licenses. Christopher is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Christopher specializes in retirement planning, mutual funds, and financial planning.
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
OH
08/23/2011 - Present
Charles Schwab & CO., Inc. (Richfield OH)
NJ
04/19/2010 - 07/22/2011
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
TX
01/01/2008 - 04/07/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/17/2000 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
NJ
12/17/1998 - 09/29/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 11/11/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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