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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 Schell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher Schell is a registered representative with the firm and is licensed to provide securities and investment advisory services to individuals and businesses in various states. Christopher Schell has been in the industry since 1996 and has a wide range of experience in financial planning, investment management, and retirement planning. Christopher Schell is also a trustee for the Abramson Center for Jewish Life and the Williamson Free School of Mechanical Trade.
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
PA
02/14/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JENKINTOWN PA)
NY
03/03/1997 - 02/02/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/17/1996 - 03/25/1997
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 03/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1996
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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