Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Tave is a financial advisor with Vanguard Advisers, Inc. Christopher has been in the financial services industry since 2005. Christopher has a Series 7, Series 63, and Series 65 license. Christopher has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Christopher has a specializations in portfolio management for individuals, corporations, and pooled investment vehicles. Christopher has experience providing financial planning services, portfolio management services, and selection of other advisors. Christopher has worked at several firms during his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., 1st Global Capital Corp., USAA Financial Advisors, Inc., Scottrade, Inc., TD Ameritrade, Inc., and Chelsea Financial Services.
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.
1
2
TX
12/09/2022 - Present
Vanguard Advisers, Inc. (PLANO TX)
NY
09/14/2019 - 03/05/2020
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
TX
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (GARLAND TX)
TX
06/20/2016 - 02/26/2018
SCOTTRADE, INC. (ALLEN TX)
TX
05/19/2011 - 06/21/2016
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
12/09/2009 - 03/30/2011
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
12/17/2007 - 12/02/2009
CHASE INVESTMENT SERVICES CORP. (FRISCO TX)
TX
10/25/2005 - 12/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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