Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christo? Claim Your ProfileChristo Terzidis is an investment advisor representative at Hennion & Walsh Asset Management, Inc., with over 20 years of experience in the financial services industry. Christo has been registered with the state of New Jersey since 1996 and holds several professional licenses including Series 7, 24, 63, 65, and SIE. Christo specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. He is dedicated to providing clients with customized financial solutions to meet their specific needs and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
09/20/2019 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NY
12/27/2018 - 05/07/2019
PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)
NJ
02/03/2016 - 01/05/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Wall Township NJ)
NJ
12/22/2015 - 02/12/2016
HD VEST INVESTMENT SERVICES (Nyack NJ)
NY
01/07/2014 - 12/01/2014
OCM INVESTMENTS, LLC (NEW YORK NY)
NY
03/17/2010 - 01/08/2014
ING INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
NY
07/05/2011 - 08/05/2011
ING FINANCIAL ADVISERS, LLC (NEW YORK NY)
NY
04/02/2008 - 03/04/2010
PINEBRIDGE SECURITIES LLC (NEW YORK NY)
NJ
09/28/2005 - 01/09/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
01/14/2000 - 09/23/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/14/2000 - 09/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
04/23/1999 - 10/04/1999
DLJDIRECT INC. (JERSEY CITY NJ)
NJ
01/15/1998 - 04/01/1999
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NY
12/02/1996 - 06/06/1997
ANDREW GARRETT, INC. (NEW YORK NY)
IA
Issued 10/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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