Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lee Bennett is a financial advisor with over 20 years of experience in the industry. Christopher is registered with Vanguard Advisers, Inc. and has a Series 63, Series 66, Series 7, Series 9, Series 10 and SIE. Christopher has been working at Vanguard Advisers, Inc. since 2017 and has previously worked at Schwab Private Client Investment Advisory, Inc., VIGILARE WEALTH MANAGEMENT and Charles Schwab & Co., Inc.. Christopher has a Certified Financial Planner designation.
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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AZ
05/16/2023 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
AZ
12/22/2000 - 01/14/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 05/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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