Unclaimed
Christopher Inglish is a financial advisor with Charles Schwab & Co., Inc. Christopher has been in the financial services industry since 2006. Christopher is registered to provide investment advice in Texas. Christopher is also registered to provide securities services in 51 states and the District of Columbia. Christopher’s previous experience includes USAA INVESTMENT MANAGEMENT COMPANY, USAA FINANCIAL ADVISORS, INC., and CHASE INVESTMENT SERVICES CORP. Christopher is a Series 6, 7, 9, 10, 24, 63, and 65 licensed professional. Christopher has a wide range of experience and expertise in 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.
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
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (Helotes TX)
TX
05/14/2013 - 05/24/2020
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/07/2007 - 05/20/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/21/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IL
09/14/2005 - 05/12/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 10/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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