Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Flanagan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has 20 years of experience in the financial services industry. Christopher is registered with the state of Texas to provide securities and investment advisory services. Christopher specializes in providing investment advisory services to high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. In addition to providing investment advisory services, Christopher also offers financial planning, pension consulting, educational seminars, and portfolio management services. Christopher is a dedicated professional who is committed to helping clients achieve 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
TX
03/07/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
05/17/2012 - 03/30/2016
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
NY
11/05/2003 - 05/25/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2003
Series 3 - National Commodity Futures 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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