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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Felstedt is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in NEW YORK, NY. Chris Felstedt has been in the financial services industry since July 23, 1982. Chris Felstedt is registered with FINRA and the state of New York as a general securities representative and investment advisor representative. Chris Felstedt is also a registered investment advisor representative in Connecticut and Texas. Chris Felstedt has held previous positions with BlackRock Investments, LLC, FAM Distributors, Inc., and Philips, Appel & Walden, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
02/25/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
09/29/2006 - 03/09/2018
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
08/21/2001 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
09/28/1987 - 07/24/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/01/1983 - 06/05/1987
PHILIPS, APPEL & WALDEN, INC.
NA
12/08/1981 - 05/25/1983
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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