Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Blair is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry since March 16, 1996. Christopher has an active license in Wisconsin and is registered with several other states, including Texas. In addition to the Series 7 and 63 exams, Christopher is also licensed with the Series 6, Series 22, and SIE. Christopher has worked with a number of firms including Foreside Fund Services, LLC, Aviva Securities, LLC, Fidelity Investments Institutional Services Company, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Preferred Capital Securities, Inc. Christopher's expertise and experience allows him to provide advice and service to a wide range of clients including individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities.
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
WI
03/25/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Milwaukee WI)
ME
09/23/2014 - 10/22/2014
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
09/02/2011 - 12/31/2012
AVIVA SECURITIES, LLC (CHICAGO IL)
IL
07/20/1999 - 12/02/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CHICAGO IL)
MA
06/17/1991 - 03/29/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/17/1991 - 03/29/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
02/17/1989 - 04/14/1989
PREFERRED CAPITAL SECURITIES, INC.
IA
Issued 02/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/1989
Series 22 - Direct Participation Programs 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
Not sure Christopher Blair is the right advisor for you? Invested Better is here to help.
