Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Greco is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Christopher has been in the industry since 2015, and has a Series 7TO, Series 6, Series 63 and Series 66. Christopher is registered with FINRA and the state of Connecticut and holds a number of state registrations. Christopher is dedicated to providing a high level of service to clients. Previous work experience includes JPMorgan Securities LLC, Wells Fargo Clearing Services, LLC, and LPL Financial LLC.
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
03/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
CT
01/31/2020 - 12/08/2021
WELLS FARGO CLEARING SERVICES, LLC (STAMFORD CT)
CT
07/02/2018 - 12/05/2019
LPL FINANCIAL LLC (DARIEN CT)
CT
04/28/2015 - 04/11/2018
J.P. MORGAN SECURITIES LLC (STAMFORD CT)
BOTH
Issued 02/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
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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