Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Hulit Simone is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in several states, including Connecticut, New Jersey, New York, and Texas. He is a Series 7, Series 10, Series 24, and Series 66 licensed professional. Christopher has held previous positions with Blackrock Investments, Inc. and FAM Distributors, Inc. Christopher has expertise in portfolio management for both individuals and businesses. He also provides investment advice to pension plans 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
CT
02/25/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIDGEFIELD CT)
NJ
06/26/2009 - 03/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NY
09/29/2006 - 04/03/2009
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
04/11/2003 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
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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