Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Marnelos is a financial advisor with Charles Schwab & CO., Inc. based in Phoenix, Arizona. Christopher has been in the financial services industry since March 15, 2002. Christopher holds Series 4, 7, 9, 10, 24, 52, 53, 63, and 66 securities licenses. He has a current Series 66 registration with the state of Arizona. Christopher has also held registrations with Sagepoint Financial, Inc., Lincoln Financial Advisors Corporation, AIG Financial Advisors, Inc., Sentra Securities Corporation, and Spelman & Co., Inc. Christopher's firm has over 919,128 clients and more than $50 billion in assets under management. The firm offers a variety of advisory services including financial planning, portfolio management, and investment management.
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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2
AZ
05/26/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
04/13/2009 - 05/25/2012
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
PA
12/13/2007 - 02/05/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (ERIE PA)
AZ
10/31/2005 - 08/29/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
01/24/2005 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
01/24/2005 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
08/08/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
01/21/2003 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
01/21/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
TX
01/27/2000 - 07/20/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
06/29/1999 - 11/10/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 12/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1999
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 08/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 09/09/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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