Unclaimed
Christopher Molina is an investment advisor representative registered with Charles Schwab & CO., Inc.. Christopher Molina is also a Registered Investment Advisor with Charles Schwab & CO., Inc.. Christopher Molina is a financial professional with over 12 years of experience in the industry. Christopher Molina has a Series 7, Series 63, Series 66, Series 9, and Series 10 licenses. Christopher Molina has been with Charles Schwab & CO., Inc. since 2019. Prior to that, Christopher Molina was employed by USAA FINANCIAL ADVISORS, INC. and SCOTTRADE, INC.. Christopher Molina specializes in providing financial advice and portfolio management services to individuals. Christopher Molina is also a WRAP FEE PROGRAM SPONSOR and FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM.
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
AZ
07/22/2019 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
09/12/2018 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
AZ
09/12/2011 - 03/08/2018
SCOTTRADE, INC. (CHANDLER AZ)
BOTH
Issued 01/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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