Unclaimed
Christopher Haliskoe is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the New York office. Christopher has been in the securities industry for 10 years and is currently licensed to provide investment advice in Connecticut, New Jersey, New York, and Texas. Christopher holds Series 66, Series 7, and SIE licenses and has been registered with various financial institutions throughout their career, including AXA Advisors, LLC and ING Financial Partners, Inc. Christopher's previous experience and licenses allow them to provide investment advisory services and portfolio management to a variety of clients, including individuals, corporations, and charitable organizations.
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
NY
01/21/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
11/05/2013 - 05/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/22/2012 - 04/02/2013
AXA ADVISORS, LLC (BLOOMFIELD NJ)
NJ
08/15/2011 - 10/12/2012
ING FINANCIAL PARTNERS, INC. (JERSEY CITY NJ)
BOTH
Issued 08/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
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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