Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wilkinson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is active in both broker-dealer and investment advisor capacities. Christopher has been in the financial industry since 2001. Christopher has experience at several firms including SunTrust Investment Services, Inc., BB&T Investment Services, Inc., and Banc of America Investment Services, Inc. Christopher has held several licenses and passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, and General Securities Sales Supervisor - General Module Examination. Christopher is registered with the state of Virginia and the District of Columbia.
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
VA
09/23/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORFOLK VA)
VA
06/28/2011 - 09/12/2016
SUNTRUST INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
05/31/2005 - 06/14/2011
BB&T INVESTMENT SERVICES, INC. (NORFOLK VA)
MA
04/10/2001 - 05/12/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
09/20/1994 - 01/11/1995
FIRST UNION BROKERAGE SERVICES, INC.
BOTH
Issued 12/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1994
Series 6 - Investment Company Products/Variable Contracts 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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