Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Economou is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Chris has been in the securities industry for over 38 years and has been registered in Washington since 1985. Chris's professional designations include Series 7, 63 and 65. Chris also has a Series 65 registration in Texas. Chris is a general partner/managing member of CATA Enterprises and an advisory board member of The Philanthropia Foundation. Chris has a wide range of experience in financial planning, portfolio management and investment advice. Chris specializes in helping high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities reach their financial goals.
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
WA
06/23/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
IA
Issued 05/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
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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