Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Henderson is a financial advisor with over 13 years of experience in the industry. Tristan has been with Charles Schwab & CO., Inc. since January 2022. Prior to joining Charles Schwab, Tristan worked at TD Ameritrade, Inc. and Santander Securities LLC. Tristan holds the Series 7, Series 63, and Series 65 licenses.
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
MA
01/27/2022 - Present
Charles Schwab & CO., Inc. (Burlington MA)
MA
01/23/2019 - 07/29/2024
TD AMERITRADE, INC. (Burlington MA)
MA
10/25/2017 - 01/04/2019
SANTANDER SECURITIES LLC (BOSTON MA)
MA
11/12/2010 - 10/23/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 05/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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