Unclaimed
Christopher Michael Lamarca is a financial advisor with over 17 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous roles with LEK Securities Corporation, Boulder Institutional Services, LLC, and Boulder Securities Corp. Christopher has a wide range of experience in the financial services industry and holds several licenses and certifications, including Series 7, 9, 25, 63, and 66. Christopher specializes in working with individuals, corporations, and other businesses.
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
10/12/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SYOSSET NY)
NY
09/02/2005 - 09/01/2010
LEK SECURITIES CORPORATION (NEW CITY NY)
NY
10/29/2001 - 08/29/2005
BOULDER INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
02/20/2001 - 10/29/2001
BOULDER SECURITIES CORP. (STATEN ISLAND NY)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2005
Series 7A - Floor Broker Representative Exam
BC
Issued 06/06/2002
Series 25 - NYSE Trading Assistant 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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