Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Marzella is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Christopher has been in the industry for over 25 years and is licensed to provide investment advice in multiple states. Christopher has a broad range of experience, having previously worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc., Joseph Stevens & Company, Inc., and A.S. Goldmen & Co., Inc. Christopher specializes in providing investment advice to a variety of clients, including individuals, businesses, and institutional investors.
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
05/14/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EAST BRUNSWICK NJ)
NJ
06/01/2009 - 05/16/2012
MORGAN STANLEY SMITH BARNEY (RED BANK NJ)
NJ
09/10/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RED BANK NJ)
NY
09/01/1998 - 09/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/16/1997 - 09/08/1998
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NJ
10/21/1996 - 01/21/1997
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1996
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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