Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher James Dallenbach is a financial advisor at Raymond James & Associates, Inc. Christopher has been working in the financial services industry for over 10 years. He has been registered with Raymond James & Associates, Inc. since May 2020. Prior to that, he was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from December 2014 to May 2020 and Pennaluna & Company from June 2013 to December 2014. Christopher holds Series 7 and 66 licenses, as well as a SIE license. He is currently licensed in Idaho and Washington.
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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
06/29/2020 - Present
Raymond James & Associates, Inc. (Coeur D Alene ID)
ID
12/23/2014 - 05/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COEUR D'ALENE ID)
ID
06/05/2013 - 12/03/2014
PENNALUNA & COMPANY (COEUR D'ALENE ID)
BOTH
Issued 04/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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