Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher John Curcuro is a financial advisor with over 25 years of experience. Christopher holds the Series 7, 9, 10, 31, 63, and 65 licenses. Christopher is currently registered with Charles Schwab & CO., Inc. and is a Certified Financial Planner. Prior to joining Charles Schwab & CO., Inc., Christopher was employed with TD Ameritrade, Inc. for three years and with Fidelity Brokerage Services LLC for 19 years. Christopher has previously worked for Dean Witter Reynolds Inc., and Edward D. Jones & Co., L.P. Christopher is a licensed advisor in California and Nevada.
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
UT
07/07/2021 - Present
Charles Schwab & CO., Inc. (Cottonwood Heights UT)
NE
06/14/2018 - 10/20/2021
TD AMERITRADE, INC. (OMAHA NE)
CA
11/11/1998 - 01/05/2018
FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)
TX
12/11/1997 - 05/01/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
10/09/1996 - 10/01/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
11/23/1994 - 04/23/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 11/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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