Unclaimed
Christian Durham is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., working at the Boca Raton, FL office. Christian has over 10 years of experience in the financial services industry, holding registrations with FINRA and several state regulatory bodies. Christian has obtained various professional qualifications, including the Series 6, Series 7, Series 66 and SIE exams. Christian has experience working at various financial institutions including J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and JP Morgan Chase Bank, N.A.
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
01/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
FL
07/26/2018 - 08/24/2022
WELLS FARGO CLEARING SERVICES, LLC (CORAL SPRINGS FL)
FL
10/01/2012 - 04/18/2018
J.P. MORGAN SECURITIES LLC (DELRAY BEACH FL)
FL
11/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POMPANO BEACH FL)
BOTH
Issued 09/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2010
Series 6 - Investment Company Products/Variable Contracts 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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