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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Charles White is an active advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry since January 5, 1993. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc., Christopher has previously been registered with CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Christopher has a total of 29 state licenses, 2 of which are for Investment Advisor registration. Christopher holds the following licenses: Series 63, Series 65, Series 31, Series 7, and SIE. Christopher has a total of 7 approved SRO registrations and 1 approved FINRA registration. Christopher is registered to provide securities and advisory services in Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and Washington. Christopher specializes in providing investment advice to high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, individuals other than high net worth, and state or municipal government entities.
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
09/28/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BATAVIA NY)
NY
07/31/1993 - 02/27/2008
CITIGROUP GLOBAL MARKETS INC. (BATAVIA NY)
NY
01/06/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/1993
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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