Unclaimed
Christopher Kuchmek is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the financial services industry since December 2014. Christopher holds Series 7, SIE, and Series 66 licenses and has a combined total of 56 approved registrations in various states. Christopher has experience providing portfolio management for both individuals and businesses and offers various advisory services including selection of other advisors, pension consulting, and educational seminars. Christopher also has an outside business, Georgetown Tobacco, where Christopher spends 16 hours a month.
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
FL
04/20/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKEWOOD RANCH FL)
NJ
12/08/2014 - 04/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
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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