Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Borzych is a financial advisor at Charles Schwab & CO., Inc. with over 30 years of experience in the industry. Christopher has worked with numerous firms over the years, including USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, BANC OF AMERICA INVESTMENT SERVICES, INC., FIRST UNION SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Christopher holds licenses for both Broker-Dealer and Investment Advisor. He is a Certified Financial Planner and has passed several industry exams, including the Series 6, Series 7, Series 24, and Series 26 exams. Christopher currently works with a range of clients, including high net worth individuals, individuals other than high net worth, corporations, and insurance companies.
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
IL
06/13/2023 - Present
Charles Schwab & CO., Inc. (Chicago IL)
TX
01/07/2004 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/13/2003 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
07/05/2001 - 01/30/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
10/01/2000 - 04/19/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/15/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
07/14/1989 - 11/22/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/14/1989 - 11/22/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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