Unclaimed
Christopher Leineweber is a financial advisor with Schwab Wealth Advisory, Inc. based in Phoenix, Arizona. Christopher has been working in the financial services industry since May 1, 2017. Christopher holds the Series 7, Series 63, and Series 66 licenses. Christopher has also earned the designation of Certified Financial Planner. Christopher is registered to offer securities and investment advisory services in 51 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
04/30/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 05/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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