Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pollina is an investment advisor representative with Portfolio Medics, LLC and is registered to provide investment advice in New York. Christopher has been in the industry for over 20 years and holds Series 6, 7, 24 and 63 licenses as well as the SIE designation. Christopher is a Certified Financial Planner™. Christopher's previous employment includes roles with MML Investors Services, LLC, Rockwell Global Capital LLC, Allied Beacon Partners, Inc., Advanced Planning Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Christopher provides financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, and other clients.
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.
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.
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
NY
03/04/2021 - Present
Portfolio Medics, LLC (East Setauket NY)
NY
08/10/2016 - 03/02/2021
MML INVESTORS SERVICES, LLC (MELVILLE NY)
NY
11/05/2013 - 06/03/2014
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
NY
01/02/2009 - 09/26/2013
ALLIED BEACON PARTNERS, INC. (PT. JEFFERSON STATION NY)
NY
07/24/1995 - 12/31/2008
ADVANCED PLANNING SECURITIES, INC. (SMITHTOWN NY)
MA
03/01/1995 - 05/19/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/01/1995 - 05/19/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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