Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kenny is a financial advisor with Sanctuary Advisors, LLC. Christopher has been in the industry since 1989. Christopher holds a Series 6, Series 7, Series 63, and Series 65. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Previously, Christopher has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, and Wells Fargo Securities Inc.
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.
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
CA
06/10/2020 - Present
Sanctuary Advisors, LLC (Walnut Creek CA)
CA
06/09/2006 - 06/12/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
05/02/2001 - 06/14/2006
WELLS FARGO INVESTMENTS, LLC (ALAMO CA)
CA
10/25/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
05/27/1993 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
01/18/1989 - 07/20/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/18/1989 - 07/20/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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