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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 Merrifield is a financial advisor with over 20 years of experience in the financial services industry. Christopher has a strong background in providing investment advice and wealth management services to a diverse client base. Currently, Christopher is an Investment Advisor Representative at Flagstar Advisors, where he provides investment advisory services to individuals, businesses, charitable organizations, and pension plans. Previously, Christopher worked at FIRST REPUBLIC SECURITIES COMPANY, LLC, Morgan Stanley and CITIGROUP GLOBAL MARKETS INC.. Christopher holds several licenses and registrations, including Series 7, 31, 63, 65, and 66. Christopher is also a registered investment advisor in several states. Christopher has a strong commitment to providing his clients with personalized and tailored investment advice.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/08/2025 - Present
Flagstar Advisors (Palo Alto CA)
CA
01/22/2013 - 07/05/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
06/01/2009 - 02/12/2013
MORGAN STANLEY (MENLO PARK CA)
CA
10/31/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
07/10/1997 - 07/24/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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