Unclaimed
Christopher Joyce is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Boston, Massachusetts. Christopher has been in the financial industry since August 2015. Prior to joining Merrill Lynch, Christopher was an advisor with Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island. He specializes in providing investment advisory services for individuals, businesses, and institutional clients. Christopher's experience, coupled with his certifications, provides a strong foundation for a long and successful career in the investment advisory field.
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
MA
03/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
RI
08/13/2015 - 10/19/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
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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