Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Carrano is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in GUILFORD, CT. Christopher has been in the industry since 2008. Christopher has a Series 7, Series 63 and Series 65 licenses and has experience working with high net worth individuals, corporations, pension plans, and charitable organizations. Christopher has previously worked at Morgan Stanley, TD Ameritrade, Inc., Park Avenue Securities LLC, Citizens Securities, Inc., and Santander Securities LLC.
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
CT
10/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUILFORD CT)
NY
10/19/2021 - 12/01/2023
MORGAN STANLEY (PURCHASE NY)
CT
06/29/2018 - 04/28/2020
TD AMERITRADE, INC. (WATERFORD CT)
CT
04/20/2018 - 06/22/2018
PARK AVENUE SECURITIES LLC (MADISON CT)
MA
08/21/2015 - 03/15/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
CT
03/24/2015 - 07/31/2015
CITIZENS SECURITIES, INC. (MYSTIC CT)
MA
02/13/2013 - 03/05/2015
SANTANDER SECURITIES LLC (QUINCY MA)
MA
10/01/2007 - 11/29/2012
AVIAN SECURITIES, LLC (BOSTON MA)
MA
10/13/2006 - 10/01/2007
H. G. WELLINGTON & CO., INC. (BOSTON MA)
IA
Issued 09/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2006
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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