Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Simonyi is a financial professional with over 14 years of experience in the industry. Christina currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Christina worked at WELLS FARGO CLEARING SERVICES, LLC and U.S. BANCORP INVESTMENTS, INC. Christina is registered with the state of Florida and Texas as an Investment Advisor Representative. She is also registered as a Registered Representative in several states. Christina holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Christina has worked with a wide range of clients including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
04/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PUNTA GORDA FL)
FL
01/07/2022 - 03/05/2024
WELLS FARGO CLEARING SERVICES, LLC (VENICE FL)
IL
01/24/2018 - 08/10/2021
U.S. BANCORP INVESTMENTS, INC. (WHEELING IL)
IA
Issued 02/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
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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