Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Berkland is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with Schwab Wealth Advisory, Inc. Prior to joining Schwab Wealth Advisory, Inc. Christopher was with Vanguard Marketing Corporation and USAA Financial Advisors, Inc. Christopher holds the Series 63 and Series 65 licenses and the SIE, Series 5 and Series 7 exams. Christopher is also a Certified Financial Planner.
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
08/18/2015 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
AZ
09/19/2012 - 07/30/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
07/14/2006 - 08/14/2012
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
TX
04/08/1992 - 09/14/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
03/06/1985 - 12/12/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/15/1983 - 03/21/1983
OPPENHEIMER & CO., INC.
NA
02/28/1982 - 03/01/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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