Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristopher? Claim Your ProfileCristopher Morrell is a financial advisor with over 14 years of experience in the financial industry. Cristopher is registered with Charles Schwab & Co., Inc. and has been with the firm since November 2008. Cristopher has a wide range of experience in financial services, including securities trading, investment management, and financial planning. Cristopher has held previous roles with OPTIONSXPRESS, INC.. Cristopher holds several industry licenses, including Series 7, Series 9, Series 10, Series 55, Series 57TO, and Series 99TO. Cristopher is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
11/12/2008 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
01/26/2015 - 11/14/2017
OPTIONSXPRESS, INC. (Lone Tree CO)
BC
Issued 11/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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