Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Theodore Satterfield is a financial advisor with over 17 years of experience in the industry. Christopher is currently registered with Schwab Wealth Advisory, Inc. Christopher has held previous positions with LPL Financial LLC, Charles Schwab & Co., Inc., Banc of America Investment Services, Inc. and Arizona Bank & Trust. Christopher holds the Series 63, Series 66, Series 7, Series 9, Series 10 and SIE licenses. Christopher is also a Certified Financial Planner and a Chartered Financial Consultant. Christopher's current practice is focused on providing financial planning and portfolio management services to individuals and businesses.
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.
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2
AZ
04/17/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
11/21/2017 - 03/27/2018
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
03/12/2009 - 05/04/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
11/13/2007 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
MA
07/03/2000 - 01/04/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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