Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Skiles is a financial advisor with over 30 years of experience in the industry. Christopher has worked at several firms throughout his career, most recently at Charles Schwab & CO., Inc., where Christopher has been employed since March 1995. Christopher has a wide range of experience in the industry and holds several licenses and designations, including Series 63, Series 9, Series 10, Series 8, Series 24, Series 4, SIE, and Series 7. Christopher is registered with the states of California and Colorado. Christopher specializes in financial planning and asset-based fees for wrap programs and subscription pricing for financial planning.
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
CO
03/24/1995 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MA
09/07/1994 - 03/14/1995
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NA
01/21/1993 - 07/11/1994
JACK WHITE & COMPANY, INC.
MI
06/29/1992 - 12/17/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
08/23/1991 - 11/14/1991
SCHNEIDER SECURITIES, INC. (DENVER CO)
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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