Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris David Breeden is a financial advisor currently registered with Brokers International Financial Services, LLC. Chris David Breeden has been in the financial industry for over 7 years and is currently registered with Brokers International Financial Services, LLC. Chris David Breeden has a total of 14 registrations and is active in both the Broker-Dealer and Investment Advisor sectors. Chris David Breeden has passed the Series 7, Series 66 and SIE exams. Chris David Breeden is also active as an agent for American Senior Benefits and is the owner of Breeden & Associates Tax and Business Services, LLC. Chris David Breeden has a history of working with individuals, corporations, charitable organizations and other investment advisers. Chris David Breeden provides services that include financial planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets managed by third-party advisor firms
1
2
GA
11/07/2024 - Present
Brokers International Financial Services, LLC (Peachtree City GA)
GA
06/23/2021 - 05/21/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Peachtree City GA)
GA
08/24/2017 - 06/21/2021
BANKERS LIFE SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 10/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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