Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mottershead is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry since 2007 and holds Series 66, Series 24, SIE and Series 7 licenses. Christopher has a proven track record of providing investment advice to individuals, corporations, and other businesses. Christopher is also a board member of Warrior Canine Connection, a non-profit organization that supports recovering combat veterans and their families.
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
NJ
07/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
NY
02/11/2014 - 09/10/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/13/2011 - 05/21/2013
ING INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
NY
04/24/2008 - 06/30/2011
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/24/2008 - 06/30/2011
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
PA
01/18/2007 - 04/11/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
03/22/2005 - 07/12/2006
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
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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