Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Anderson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with more than 19 years of experience in the financial industry. Christopher is registered with FINRA and holds Series 4, 7, and 66 licenses, as well as the SIE. Christopher has a strong background in portfolio management for both individuals and businesses, and also offers pension consulting and educational seminars. Christopher is passionate about helping clients 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
MD
08/26/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOWSON MD)
MD
03/05/2013 - 05/23/2014
JANNEY MONTGOMERY SCOTT LLC (BALTIMORE MD)
MD
12/01/2005 - 12/01/2011
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
03/19/2002 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
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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