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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 Francis Nelson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the securities industry since 2015. Christopher has a wide range of experience in the industry, including experience with MSI Financial Services, Inc. Christopher holds a Series 66, Series 10, Series 9, Series 24, SIE, and Series 7 license. Christopher has experience working with individual investors, as well as businesses and institutions. Christopher is registered to provide investment advice in 53 states and the District of Columbia. Christopher specializes in providing investment advice in the areas of equity, fixed income, mutual funds, variable annuities, and options. Christopher also offers financial planning services.
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
MI
02/27/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
03/10/2015 - 02/06/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 11/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
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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