Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Simonoff is a financial advisor with over 12 years of experience in the financial services industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in Arizona, California, Florida, Illinois, Nevada, North Carolina, Oregon, Texas, Washington and Wyoming. Christopher has a broad range of experience and expertise and can help clients with a variety of needs, including: * Portfolio management for individuals and businesses * Pension consulting * Selection of other advisors * Educational seminars
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
CA
06/25/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ENCINO CA)
CA
11/23/2011 - 10/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHRIDGE CA)
BOTH
Issued 12/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
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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