Unclaimed
Christopher Calabria is a financial professional with over 20 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously held positions with METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, TOWER SQUARE SECURITIES, INC., WALNUT STREET SECURITIES, INC., and METROPOLITAN LIFE INSURANCE COMPANY. Christopher holds the Series 63, Series 7, and SIE licenses. Christopher specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, and pension plans. He also offers portfolio management, financial planning, and performance measurement 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
11/30/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
04/26/2006 - 10/10/2009
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
04/26/2006 - 10/10/2009
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
04/26/2006 - 10/10/2009
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
04/26/2006 - 10/10/2009
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
04/26/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
01/27/1999 - 01/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
07/14/1995 - 09/10/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 7 - General Securities 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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