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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 Dimattio is a financial professional with over 30 years of experience in the industry. Christopher is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Scranton, PA, and holds a variety of licenses and registrations, including Series 7, Series 63, and Series 65. Christopher has previously worked with several firms including INVEST FINANCIAL CORPORATION, FLEET SECURITIES INC., FMG SECURITIES CORP., NATWEST INVESTOR SERVICES CORPORATION, and DEAN WITTER REYNOLDS INC. Christopher has extensive experience in portfolio management for both individuals and businesses. Christopher is also active in the community and serves on the boards of several non-profit 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
PA
01/09/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCRANTON PA)
PA
06/14/1997 - 01/08/2018
INVEST FINANCIAL CORPORATION (DUNMORE PA)
NY
01/16/1997 - 06/10/1997
FLEET SECURITIES INC. (NEW YORK NY)
NA
09/08/1995 - 01/14/1997
FMG SECURITIES CORP.
NY
10/19/1994 - 01/31/1996
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
04/25/1990 - 10/10/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/21/1990
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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