Unclaimed
Christopher Marchionni is a financial advisor who has been in the industry since December 1997. Christopher is currently registered with Fidelity Brokerage Services LLC and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and CitiStreet Advisors LLC. Christopher has Series 6, 7, 63 and 66 licenses and a SIE designation. Christopher is registered in 12 states including Connecticut, Kentucky, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island and Vermont.
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.
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.
1
2
MA
11/23/2011 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
04/02/2008 - 11/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
07/22/2004 - 02/29/2008
CITISTREET ADVISORS LLC (QUINCY MA)
NY
09/04/1997 - 05/26/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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