Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Schall is a financial advisor with over 13 years of experience in the industry. Christopher has a strong track record of success in providing financial advice to individuals, families, and businesses. Christopher holds a Series 66, 63, 53, 4, 24, 52TO, SIE and 7 licenses and is registered with Cetera Investment Advisers LLC. Christopher is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He has experience working with a wide range of clients, including high-net-worth individuals, families, businesses, and retirement plan sponsors. Christopher is dedicated to helping his clients make informed financial decisions and build a secure financial future.
Waukee, IA
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (Waukee IA)
IA
09/04/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
04/02/2014 - 08/30/2018
SECURITIES AMERICA, INC. (WAUKEE IA)
NE
12/05/2013 - 04/11/2014
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
11/09/2009 - 04/11/2014
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/26/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/20/2015
Series 4 - Registered Options Principal Examination
BC
Issued 7/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/5/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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