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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 Bunnell has been in the financial services industry for almost 20 years. Christopher has a diverse background of previous employment experience including Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC and National Financial Services LLC. Christopher has a Series 6, 7, 24 and 66 license and is also licensed in several states including Texas and Vermont. Christopher is currently a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher is a member of FINRA.
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
MA
10/23/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWTON MA)
MA
08/06/2007 - 04/13/2010
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
04/20/2006 - 07/17/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
01/09/2006 - 04/20/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
02/17/2003 - 02/14/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2003
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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