Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Crowell is a registered representative with Charles Schwab & CO., Inc. Christopher is a registered Investment Advisor in Texas. Christopher has been in the financial services industry since 2015. Christopher is Series 3, 4, 7, 9, 10, 63 and 66 licensed. Christopher has been registered with Charles Schwab & CO., Inc. since 2020. Before that, Christopher was registered with AXA ADVISORS, LLC. and T. ROWE PRICE INVESTMENT SERVICES, INC..
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
02/10/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CO
10/30/2015 - 04/25/2016
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
CO
06/09/2015 - 10/19/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 02/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2020
Series 4 - Registered Options Principal Examination
BC
Issued 01/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/20/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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