Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gervasi is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Pennington, NJ. Christopher has over 20 years of experience in the financial services industry and has held positions at several firms, including PNC Investments, MFS Fund Distributors, Inc., and AIG SunAmerica Capital Services, Inc.. Christopher specializes in providing financial advice to individuals, corporations, and institutions. Christopher holds Series 7 and Series 66 securities licenses as well as a Series 63 license.
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
09/27/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
03/17/2015 - 12/03/2015
PNC INVESTMENTS (CINNAMINSON NJ)
NJ
09/30/2010 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MA
10/23/2007 - 08/09/2010
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NJ
05/21/2007 - 10/11/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
02/26/2007 - 05/16/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/29/2006 - 12/01/2006
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
09/22/2000 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
12/16/1998 - 09/26/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
02/18/1998 - 03/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/1998 - 03/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
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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