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Christopher Paul Terenzi

LINK SHAREHOLDER SERVICES, LLC·BROOKLYN, New York
SIE, Series 7, Series 24, Series 63, Series 65Clean recordLINK SHAREHOLDER SERVICES, LLC
6201 15TH AVENUE, BROOKLYN, NY 11219CRD# 1619938Firm CRD# 166366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Paul Terenzi · BROOKLYN, NY
Registration
CRD #1619938 · LINK SHAREHOLDER SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LINK SHAREHOLDER SERVICES, LLC
CRD 166366 · SEC 801-77569
AUM
Regulatory assets under management
Employees
4
Total firm employees
Services offered by LINK SHAREHOLDER SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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04

Frequently Asked Questions

What services does Christopher Paul Terenzi offer?
Christopher Paul Terenzi specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, New York for a consultation.
What are Christopher Paul Terenzi's credentials?
Christopher Paul Terenzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Paul Terenzi located?
Christopher Paul Terenzi is based in BROOKLYN, New York, working with LINK SHAREHOLDER SERVICES, LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Christopher Paul Terenzi charge for services?
Christopher Paul Terenzi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINK SHAREHOLDER SERVICES, LLC?
LINK SHAREHOLDER SERVICES, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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