Unclaimed
Christopher John Hellmann has been a registered investment advisor for over 20 years, and is currently an active registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Christopher is a licensed securities principal in both New Jersey and Texas, and specializes in a wide range of financial services. Prior to joining Merrill Lynch, Christopher was a registered representative at Hennion & Walsh, Inc. Christopher's experience and expertise allow him to serve a diverse clientele, including individuals, corporations, insurance companies, charitable organizations, and pension plans. Christopher has significant experience in providing portfolio management services, financial planning, and investment research.
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
07/14/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
08/13/2002 - 10/23/2002
HENNION & WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 09/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
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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