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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ingemie is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has over 17 years of experience in the financial services industry. Christopher has a strong track record of providing personalized financial advice to individuals, families, and businesses. Christopher is committed to helping clients achieve their financial goals, and he takes a comprehensive approach to financial planning. Christopher holds the Series 31, 7 and 66 licenses, as well as the SIE. Christopher has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TD AMERITRADE, INC., TD WEALTH MANAGEMENT SERVICES INC., BANCNORTH INVESTMENT GROUP, INC. and MORGAN STANLEY & CO. INCORPORATED.
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
NY
04/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LATHAM NY)
NY
10/28/2013 - 04/09/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LATHAM NY)
NY
05/13/2010 - 09/30/2013
TD AMERITRADE, INC. (NISKAYUNA NY)
NY
11/17/2009 - 04/26/2010
TD WEALTH MANAGEMENT SERVICES INC. (NISKAYUNA NY)
NY
02/13/2009 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (ALBANY NY)
NY
06/11/2007 - 01/27/2009
MORGAN STANLEY & CO. INCORPORATED (ALBANY NY)
NY
07/12/2006 - 06/07/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 08/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2006
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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