Unclaimed
Christopher Genetti is a financial advisor with over 8 years of experience in the financial services industry. Christopher has been associated with Charles Schwab & CO., Inc. since March 2018. Prior to joining Charles Schwab & CO., Inc., Christopher worked for SCOTTRADE, INC. from April 2010 to March 2018. Christopher has a broad range of experience in the financial services industry, including providing financial planning advice, managing client portfolios and helping clients invest in a variety of financial products. Christopher has a strong commitment to providing clients with personalized financial advice and helping them reach their financial goals.
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
CA
04/11/2018 - Present
Charles Schwab & CO., Inc. (Santa Clara CA)
CA
04/13/2010 - 03/08/2018
SCOTTRADE, INC. (CAMPBELL CA)
BOTH
Issued 02/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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