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CB

Chris Brunner

VP, Executive Planning Consultant @Fidelity Investments

Chicago, IL, US

EMAILS

[email protected]

MOBILE NUMBERS

+13•••••••50

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WORK HISTORY

Jun 2022 — Present

VP, Executive Planning Consultant @Fidelity Investments

SKILLS

Wealth ManagementSeries 65Series 63Asset AllocationFinanceStrategyAsset ManagementSeries 7Marketing StrategyEquitiesSalesAlternative InvestmentsRetirement PlanningTradingInvestmentsFixed IncomeBusiness PlanningPortfolio ManagementMarketingSecurities RegulationRetirementManagementSeries 6Mutual FundsFinancial Services

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ABOUT CHRIS BRUNNER

Over 29 years of financial services experience, working with high net worth families & …

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