Unclaimed
Christopher C. Elbrecht is a registered representative and investment advisor representative at Swbc Investment Co.. Christopher has been in the industry since October 2008, holding previous positions at Advisors Asset Management, Inc. in Boerne, Texas. Christopher is licensed to provide investment advisory services in 11 states, including Texas, Alabama, California, Georgia, Illinois, Michigan, New Mexico, New York, Ohio, and Washington. Christopher holds a Series 66, Series 79, and Series 99TO licenses and is also a Principal with Series 24 and Series 53 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
TX
10/22/2013 - Present
Swbc Investment Co. (SAN ANTONIO TX)
TX
10/24/2008 - 10/22/2013
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
BOTH
Issued 11/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/23/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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