Unclaimed
Christopher Churney is a financial advisor who has been in the industry since 2008. Christopher is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Christopher has passed the Series 6, 7, 63 and 66 exams and is licensed to offer a wide range of financial products and services in multiple states. Christopher's specializations include investment company products, variable contracts, mutual funds, annuities, and insurance products.
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
01/24/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
10/01/2012 - 09/26/2018
J.P. MORGAN SECURITIES LLC (SHREWSBURY NJ)
NJ
06/23/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHREWSBURY NJ)
BOTH
Issued 01/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 6 - Investment Company Products/Variable Contracts 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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