Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Christensen is a financial advisor with Charles Schwab & Co., Inc. Thomas has been in the financial services industry since 1999 and has been with Charles Schwab since 2017. Thomas is registered with both FINRA and the state of Arizona. Thomas has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service. Thomas 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.
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
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2
AZ
01/10/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
06/10/2008 - 12/21/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/11/2007 - 05/16/2008
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
WI
05/22/2003 - 12/20/2005
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IL
09/28/2000 - 05/19/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
09/03/1999 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 4/20/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 9/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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