Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Pinero is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christa has been in the industry since 2001 and is registered with FINRA and several state securities authorities. Christa is a registered representative and investment advisor representative and can provide a wide range of financial services to clients. She has extensive experience in portfolio management for individuals and businesses, as well as pension consulting. In addition to her current employment, Christa has also held positions with UBS Financial Services Inc., RBC Capital Markets, LLC, and Ameriprise Financial Services, Inc. Christa is dedicated to providing her clients with personalized financial advice and guidance.
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
04/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SMITHTOWN NY)
NY
05/04/2015 - 02/24/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
02/04/2008 - 05/15/2015
RBC CAPITAL MARKETS, LLC (JERICHO NY)
NY
03/30/2007 - 02/08/2008
UBS FINANCIAL SERVICES INC. (PORT JEFFERSON NY)
NJ
04/15/1999 - 04/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 11/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
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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