Unclaimed
Christopher Georgandellis is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the financial services industry since 2001. Christopher holds the Series 7, 7TO, 55, 63, and 66 securities licenses and is a Chartered Financial Analyst. Christopher is registered to provide investment advice in multiple states. Christopher has experience working with a variety of clients, including individuals, families, corporations, and institutions. Christopher is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
MI
12/09/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
NY
10/01/2001 - 02/04/2004
UBS SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/29/2001
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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