Unclaimed
Christopher Morello is a financial professional with over 30 years of experience in the industry. Christopher has held a variety of roles at prominent financial institutions, including J.P. Morgan Securities Inc., UBS Securities LLC, and PaineWebber Incorporated. Christopher is currently a registered representative with Performance Trust Capital Partners, LLC, and is licensed to provide securities and investment advisory services in several states. Christopher has a broad range of experience in the financial services industry and is committed to providing his clients with personalized and comprehensive financial advice.
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.
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.
1
2
TN
03/31/2017 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
NY
04/11/2016 - 03/17/2017
KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)
CT
05/27/2009 - 06/18/2014
AMHERST SECURITIES GROUP, L.P. (WESTPORT CT)
NY
10/01/2008 - 03/16/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/12/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/06/2006 - 05/13/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/31/2004 - 10/12/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
12/01/2000 - 04/09/2004
UBS SECURITIES LLC (NEW YORK NY)
NJ
01/27/1995 - 12/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/21/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
12/17/1985 - 10/06/1992
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 02/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1987
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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