Unclaimed
Christopher Prebevsek is a financial professional with over 3 years of experience in the industry. Christopher is currently registered with Charles Schwab & Co., Inc. and TD Ameritrade Clearing, Inc. Christopher holds the Series 7TO, Series 24, and SIE licenses. Christopher specializes in offering financial planning services and managing investment portfolios for individuals. Christopher is dedicated to helping clients 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
NE
03/30/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
02/10/2023 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 12/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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