Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Morrissey is a financial professional with over 30 years of experience in the industry. Christopher has held positions at various firms, including Northern Capital Securities Corporation, W. Quillen Securities, J.P. Morgan Securities Inc., Banc One Capital Markets, Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Salomon Brothers Inc. Christopher is currently registered with Osaic Institutions, Inc. and holds Series 7, Series 63, and SIE licenses. Christopher specializes in providing a variety of financial advisory services, including financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
A percentage of the total value of assets under management is charged.
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2
CT
11/11/2011 - Present
Osaic Institutions, Inc. (MERIDEN CT)
MA
10/09/2008 - 10/26/2011
NORTHERN CAPITAL SECURITIES CORPORATION (NORTH ANDOVER MA)
NY
05/26/2008 - 10/10/2008
W. QUILLEN SECURITIES (NEW YORK NY)
NY
07/01/2004 - 05/31/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
11/08/2001 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NJ
01/22/1988 - 10/20/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/07/1987 - 11/10/1987
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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