Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Twining is a financial advisor registered with Charles Schwab & CO., Inc. Christopher has been in the financial industry since 2006. Christopher is based in Fort Myers, FL and works with a wide range of clients, including individuals, corporations, and other businesses. Christopher offers a variety of services, including financial planning, asset management, and retirement 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
1
2
FL
02/08/2022 - Present
Charles Schwab & CO., Inc. (Fort Myers FL)
FL
06/16/2020 - 07/29/2024
TD AMERITRADE, INC. (Ft. Myers FL)
FL
07/19/2016 - 05/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)
OH
06/03/2015 - 04/05/2016
TRIAD ADVISORS, INC. (Rocky River OH)
OH
12/08/2014 - 06/05/2015
ROYAL ALLIANCE ASSOCIATES, INC. (ROCKY RIVER OH)
OH
06/17/2010 - 09/03/2013
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
11/13/2009 - 03/11/2010
PNC INVESTMENTS (AVON OH)
OH
02/23/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (AVON OH)
OH
09/12/2008 - 12/22/2008
TD AMERITRADE, INC. (BEACHWOOD OH)
KS
10/03/2005 - 09/09/2008
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
NY
06/10/2004 - 10/07/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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