Unclaimed
Christopher Aiello is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the financial services industry since 2000. Christopher is registered with FINRA and the state of Florida. Christopher provides financial advice to individuals, families, and businesses. Christopher specializes in financial planning, portfolio management, and investment advisory services. In addition to his work at Merrill Lynch, Pierce, Fenner & Smith Inc., Christopher has held positions at Raymond James & Associates, Inc. and Intersecurities, Inc.
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
02/07/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
10/29/2004 - 10/05/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/07/2000 - 11/04/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 11/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
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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