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Christopher John Castaneda

Charles Schwab & CO., Inc.

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About Christopher John Castaneda

Christopher Castaneda is a registered representative with Charles Schwab & Co., Inc. Christopher has been in the industry since 2013 and is registered with the state of Illinois and Texas. Christopher was previously employed with Edward Jones and Morgan Stanley. Christopher specializes in financial planning and offers a range of financial services, including investment management and retirement planning. Christopher has a passion for helping individuals achieve their financial goals and believes in providing personalized guidance to meet the unique needs of each client.

Firm Information

Christopher Castaneda is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Christopher Castaneda’s Registration & Firm History

IL

01/02/2019 - Present

Charles Schwab & CO., Inc. (Naperville IL)

IL

01/12/2015 - 11/27/2015

EDWARD JONES (SOUTH ELGIN IL)

IL

09/16/2013 - 01/16/2015

MORGAN STANLEY (LISLE IL)

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Licenses & Designations

BOTH

Issued 11/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christopher John Castaneda.
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