Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Merlo is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Christopher has been in the industry since 2006. Christopher holds licenses for Series 66, Series 9, Series 10, Series 31, and Series 7 exams. Christopher has previous experience with Raymond James Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Christopher specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Christopher works with clients including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Investment consulting services to institutional clients
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
PA
11/27/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Bethel Park PA)
PA
05/29/2014 - 11/29/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
01/29/2010 - 06/04/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
06/01/2009 - 02/02/2010
MORGAN STANLEY SMITH BARNEY (PITTSBURG PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
07/14/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PITTSBURG PA)
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Merlo is the right advisor for you? Invested Better is here to help.
