Unclaimed
Christopher Myers is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is a Registered Representative and Investment Advisor Representative in the state of Texas. Christopher has over 19 years of experience in the financial services industry. Prior to joining Merrill Lynch, Christopher worked at Citigroup Global Markets Inc., Banc of America Investment Services, Inc., and Chase Investment Services Corp. Christopher has passed the Series 6, 7, 63 and 65 exams. Christopher's specialties include providing portfolio management for individuals and businesses.
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
TX
10/09/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
04/20/2009 - 09/24/2012
CITIGROUP GLOBAL MARKETS INC. (FRISCO TX)
TX
12/02/2004 - 04/21/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
IL
10/15/2003 - 11/22/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 07/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2003
Series 6 - Investment Company Products/Variable Contracts 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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