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Christopher Robert patton Schellman

National Financial Services LLC

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About Christopher Robert patton Schellman

Christopher Schellman is a financial professional with over 20 years of experience in the financial services industry. Christopher is currently registered with National Financial Services LLC and has previously held positions with Fidelity Brokerage Services LLC and American Express Financial Advisors Inc. Christopher holds several industry licenses, including the Series 7, Series 9, Series 10, Series 66, and SIE. Christopher is committed to providing clients with personalized financial advice and guidance.

Firm Information

Christopher Schellman is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

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.

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Christopher Schellman’s Registration & Firm History

TX

10/11/2007 - Present

National Financial Services LLC (WESTLAKE TX)

TX

10/31/2000 - 09/18/2007

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

MN

06/26/2000 - 10/16/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/26/2000 - 10/16/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/01/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Christopher Robert patton Schellman.
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