Unclaimed
Christopher Dunnavant is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry since 1991 and has a diverse background in financial services. Christopher holds Series 6, 7, 63, and 65 licenses. They provide advisory services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. In addition to their work at Merrill Lynch, Christopher is also the owner of CR Wildlife Services, providing wildlife products and services.
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
FL
10/08/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLANDO FL)
FL
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MERRITT ISLAND FL)
FL
02/11/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
RI
02/21/1996 - 02/20/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
05/05/1995 - 02/22/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
TX
01/26/1994 - 04/06/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
RI
11/30/1992 - 01/28/1994
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
10/21/1991 - 11/18/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1991
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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