Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Axelson is a financial advisor who has been in the industry since 1997. Christian is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a history of working with Bank of America, NA. Christian is licensed in multiple states including New Jersey, New York and Texas. In addition to working with individual clients, Christian also provides portfolio management for businesses and offers financial planning services.
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
10/22/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREAT NECK NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREAT NECK NY)
NY
08/17/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NE
11/24/1999 - 08/21/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
09/09/1997 - 11/01/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1997
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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