Unclaimed
Chris Malchin is a financial advisor with Sentry Equity Services, Inc. Chris has been in the financial services industry for over 16 years. Chris specializes in investment company products and variable contracts, and is registered with the state of Arizona.
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.
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.
1
2
WI
06/07/2023 - Present
Sentry Equity Services, Inc. (STEVENS POINT WI)
WI
08/28/2020 - 06/06/2023
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
IL
04/15/2010 - 09/27/2010
STANCORP EQUITIES, INC. (SCHAUMBURG IL)
WI
01/01/2009 - 02/03/2010
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (JANESVILLE WI)
WI
04/10/2007 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (JANESVILLE WI)
WI
01/01/2002 - 03/28/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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