Unclaimed
Christopher Zito is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher is a registered representative in New Jersey and Texas, and is also an Investment Advisor Representative in New Jersey and Texas. Christopher has been in the securities industry since October 26, 2021. Christopher has a Series 7, Series 66, and SIE license. Christopher has held previous positions at Equitable Advisors, LLC, Evan Guthrie Law firm, Ridgewood Public Schools, Hoop Heaven, Gettysburg College and Ridgewood High School. Christopher specializes in providing financial advice to individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, state or municipal government entities, 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
NJ
12/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE NJ)
PA
10/26/2021 - 12/21/2021
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 04/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
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
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