Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher R Molina

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher R Molina

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.

Firm Information

Christopher Molina is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Molina’s Registration & Firm History

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)

Not sure if Christopher R Molina is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christopher R Molina.
Not sure if Christopher R Molina is right for you?