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Chris Malchin

Sentry Equity Services, Inc.

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About Chris Malchin

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.

Firm Information

Chris Malchin is currently registered with Sentry Equity Services, Inc.. Sentry Equity Services, Inc. is a corporation formed in May 1969, registered in all 50 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Chris Malchin’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Chris Malchin. Review regulatory record here.
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