Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Charte is a financial advisor with Vanguard Advisers, Inc. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Series 7, Series 63 and Series 65 license, and the SIE exam. Christopher is registered in NC, TX, and VA. Christopher has over 6 years of experience in the financial services industry. Previously, Christopher was registered with VANGUARD MARKETING CORPORATION. Christopher's areas of expertise include financial planning, investment management, and retirement planning. Christopher has experience working with individuals, families, businesses, and institutions.
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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NC
10/05/2023 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
08/14/2017 - 10/15/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 08/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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