Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Greenan is a financial advisor with DFA Securities LLC, a broker-dealer firm registered with the Securities and Exchange Commission (SEC). Christopher has been in the financial industry since January 2, 2009. Christopher has a Series 7, 6, 63, and 65 licenses and holds a current registration with the state of California. Christopher's previous employer was PlanMember Securities Corporation, a broker-dealer firm that is both registered with the SEC and the state of California.
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.
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CA
04/25/2023 - Present
DFA Securities LLC (SANTA MONICA CA)
CA
10/21/2008 - 02/10/2023
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 10/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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