Unclaimed
Christopher Parnell is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Pittsford, NY. Christopher has been in the industry since 2015. Christopher Parnell is licensed to provide financial advice in 42 states and is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has experience in a variety of financial areas, including portfolio management for individuals and businesses. Christopher has passed the Series 7, Series 66 and the SIE exams.
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
NY
10/04/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSFORD NY)
BOTH
Issued 09/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
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
Not sure Christopher Parnell is the right advisor for you? Invested Better is here to help.