Unclaimed
Christopher Brenner is a financial advisor with LPL Financial LLC in WHITE PLAINS, NY. Christopher has been in the industry since 1999. Christopher is registered in Illinois, New York and Texas as an investment advisor representative (IAR) and also holds Series 63, 65, 7 and SIE licenses. Christopher's experience includes working with Mercer Allied Company, L.P. and LPL Financial. Christopher also owns Allegiance Wealth Management, LLC. which provides non-variable insurance products in addition to investment related services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
01/25/2022 - Present
LPL Financial LLC (WHITE PLAINS NY)
IL
07/16/1998 - 05/31/2019
MERCER ALLIED COMPANY, L.P. (DEERFIELD IL)
IA
Issued 12/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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