Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Schultz is a financial professional with over 7 years of experience in the financial services industry. Christopher is registered with MWA Financial Services Inc. and has a Series 6, Series 26, Series 63 and Series 66 license. Christopher offers financial planning, portfolio management for individuals and businesses, and selection of other advisers. Christopher's firm, MWA Financial Services Inc., has a total of 1432 client accounts with over 216 million in assets under management. Christopher's firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christopher has experience working with a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Christopher is a member of the Modern Woodmen of America organization.
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.
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
FL
02/04/2025 - Present
MWA Financial Services Inc. (Punta Gorda FL)
BOTH
Issued 09/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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