Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Tomaskovic is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher Tomaskovic has over 17 years of experience in the financial services industry and specializes in providing investment advice to individuals, businesses, and institutions. Christopher Tomaskovic holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor representative license. Christopher Tomaskovic also has a broad understanding of financial planning and investment strategies.
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
10/17/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (POUGHKEEPSIE NY)
NY
01/12/2017 - 10/18/2022
INFINEX INVESTMENTS, INC. (Poughkeepsie NY)
NY
11/17/2014 - 01/12/2017
WELLS FARGO CLEARING SERVICES, LLC (CARMEL NY)
NY
03/19/2014 - 11/06/2014
LPL FINANCIAL LLC (BEDFORD HILLS NY)
NY
05/07/2012 - 03/21/2014
CITIGROUP GLOBAL MARKETS INC. (SOMERS NY)
NY
02/22/2006 - 03/29/2012
HSBC SECURITIES (USA) INC. (PEARL RIVER NY)
IA
Issued 12/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
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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