Unclaimed
Christian Giovanni Llerena is a financial advisor with Victory Capital Services, Inc. Christian has been working in the financial services industry since 2014. Christian holds several licenses and registrations, including Series 7, 10, 24, 63, 66 and SIE. Previously, Christian worked at CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christian is registered with the state of Texas and 51 other states, and is also registered with FINRA. Christian has a demonstrated history of success in the financial services industry and is committed to providing his clients with the highest level of service and support.
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
TX
09/14/2023 - Present
Victory Capital Services, Inc. (San Antonio TX)
TX
03/09/2020 - 09/02/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
05/01/2018 - 02/20/2020
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
NJ
11/19/2014 - 03/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BC
Issued 09/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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