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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 Mark Kolasinski is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Chris has been in the industry since August 1998 and has experience with a range of financial products and services. Chris has held previous roles at PNC Investments, Signator Investors, Inc., TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, and JW Charles Securities,INC.. Chris has passed several industry exams including Series 63, Series 66, Series 7 and Series 9. Chris is registered to provide investment advisory services in Florida and Texas.
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
FL
06/21/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
FL
09/17/2014 - 05/03/2019
PNC INVESTMENTS (DELRAY BEACH FL)
FL
10/01/2012 - 09/16/2014
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
FL
03/16/2009 - 09/27/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)
FL
11/22/1999 - 12/19/2008
FIDELITY BROKERAGE SERVICES LLC (PALM BEACH GARDENS FL)
NY
06/04/1998 - 05/07/1999
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/04/1998 - 05/07/1999
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
FL
10/31/1997 - 05/20/1998
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
BOTH
Issued 12/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1997
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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