Unclaimed
Christopher Brunner is an investment advisor representative with Fidelity Personal And Workplace Advisors. Christopher Brunner has been in the securities industry since 1993. Christopher Brunner has a Series 6, 7, 63, and 65 and the SIE. Christopher Brunner is registered in 53 states and has been with Fidelity Personal And Workplace Advisors since 2022. Christopher Brunner was previously registered with Northern Trust Securities, Inc., Foreside Fund Services, LLC, Hartford Funds Distributors, LLC, Hartford Life Distributors, LLC, Managers Distributors, Inc., BNY ConvergEx Execution Solutions LLC, Lynch, Jones & Ryan LLC, and Fidelity Brokerage Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
IL
02/10/2023 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
06/29/2017 - 06/14/2022
NORTHERN TRUST SECURITIES, INC. (LAKE FOREST IL)
IL
03/07/2014 - 09/26/2016
FORESIDE FUND SERVICES, LLC (Chicago IL)
PA
12/03/2012 - 12/10/2013
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
CT
05/18/2012 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
IL
01/17/2008 - 04/30/2012
MANAGERS DISTRIBUTORS, INC. (CHICAGO IL)
IL
01/02/2007 - 01/03/2008
BNY CONVERGEX EXECUTION SOLUTIONS LLC (CHICAGO IL)
IL
10/31/2000 - 01/02/2007
LYNCH, JONES & RYAN LLC (CHICAGO IL)
RI
08/19/1993 - 10/03/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 08/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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