Unclaimed
Christopher Quintana is a registered representative with Charles Schwab & CO., Inc. Christopher is currently licensed in Texas. Christopher has been working in the financial services industry since January 2023. Christopher holds the Series 63 and Series 66 securities licenses. Christopher has previously worked at TYLERS in Southlake, Texas.
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
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TX
10/14/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
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