Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Spear is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been working in the financial services industry since November 2015. Christopher has worked with Raymond James & Associates, Inc., Raymond James Financial Services, Inc., E*TRADE Securities LLC, Morgan Stanley, and other firms. Christopher holds a Series 7, Series 66, and SIE license and is registered with the state of Texas. Christopher specializes in portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars. Christopher is also a part-time owner and operator of a residential home inspection business, Trusted Check Home Inspections, LLC.
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
08/01/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKELAND FL)
FL
03/14/2023 - 06/17/2024
MORGAN STANLEY (Tampa FL)
FL
07/21/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
RI
05/25/2022 - 06/08/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
FL
07/06/2020 - 04/28/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
05/21/2018 - 07/02/2020
RAYMOND JAMES & ASSOCIATES, INC. (LARGO FL)
FL
01/07/2016 - 05/22/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
06/01/2015 - 09/30/2015
WADDELL & REED (TAMPA FL)
BOTH
Issued 08/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
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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