Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Medeiros is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 4 years of experience in the industry. Christopher holds multiple licenses including Series 66, Series 10, Series 9, Series 7TO, and SIE. Christopher has been registered with the state of Rhode Island since 2020 and holds active registration in both Broker-Dealer and Investment Advisor capacities. Christopher is a specialist in multiple investment areas including stocks, bonds, mutual funds, variable annuities, and options. Christopher works with clients on a variety of financial needs including investment management, retirement planning, and estate planning. Christopher also specializes in working with high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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
RI
03/16/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
BOTH
Issued 02/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2019
SIE - Securities Industry Essentials 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
Not sure Christopher Medeiros is the right advisor for you? Invested Better is here to help.
