Unclaimed
Christopher Brace is an investment advisor representative with Coppell Advisory Solutions LLC. Christopher has been in the industry since 1983. Christopher has passed the Series 7, Series 63, and Series 65 exams. Christopher is registered to provide investment advisory services in Michigan.
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.
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.
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2
MI
01/01/2025 - Present
Coppell Advisory Solutions LLC (Sunfield MI)
NA
04/13/1992 - 06/03/1993
MARINER FINANCIAL SERVICES, INC.
NA
12/23/1991 - 04/23/1992
BENTLEY-LAWRENCE SECURITIES, INC.
NA
12/16/1988 - 12/23/1991
FIRST FINANCIAL MONETARY SYSTEMS, INC.
NA
07/18/1988 - 01/09/1989
PRIMUS FINANCIAL SERVICES, INC.
NA
02/19/1988 - 04/14/1988
PRIMUS FINANCIAL SERVICES, INC.
NA
03/01/1986 - 02/23/1988
THE SYNDICATIONS CORPORATION
NA
05/24/1985 - 02/24/1986
MARINER FINANCIAL SERVICES, INC.
NA
11/01/1983 - 06/03/1985
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
04/28/1983 - 10/11/1983
MARINER FINANCIAL SERVICES, INC.
NA
03/23/1983 - 05/02/1983
MUTUAL SERVICE CORPORATION
IA
Issued 10/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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