Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dematteo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry for over 7 years and is registered with the Financial Industry Regulatory Authority (FINRA) and 30 states. Christopher is also registered as an Investment Advisor Representative in Connecticut and Texas. Christopher specializes in helping individuals, businesses, corporations, and charitable organizations with their financial planning needs. He provides a variety of services, including portfolio management, financial planning, pension consulting, and educational seminars. Christopher is committed to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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
02/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HARTFORD CT)
CT
10/22/2015 - 03/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH HAVEN CT)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
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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