Unclaimed
Kristian Faria is a financial advisor who has been active in the industry for over 2 years. Kristian is registered with Charles Schwab & CO., Inc. Kristian is licensed to provide financial advice in 51 states and the District of Columbia. Kristian is also licensed to provide investment advisory services in Georgia. Kristian specializes in financial planning and selection of other advisors.
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
GA
08/08/2024 - Present
Charles Schwab & CO., Inc. (Villa Rica GA)
BOTH
Issued 08/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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