Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Olsen is a financial professional with over 15 years of experience in the industry. Christopher is currently registered with Charles Schwab & CO., Inc. and previously worked at TD Ameritrade, Inc. and GFI Securities LLC. Christopher is a licensed Series 3, 7, 9, 10, 34, 55, and 63. Christopher has a wide range of experience and expertise, including retail off-exchange forex, securities industry essentials, national commodity futures, and general securities. Christopher is passionate about helping clients achieve 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
TX
08/12/2022 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
05/12/2017 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
NY
09/08/2004 - 05/01/2013
GFI SECURITIES LLC (NEW YORK NY)
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 3 - National Commodity Futures Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2006
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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