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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Musto is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry for over 20 years and has experience working with individuals, businesses, and institutions. Christopher has a strong track record of providing sound financial advice and helping clients reach their financial goals. Christopher holds Series 7 and Series 63 licenses and has a Bachelor of Science degree from the University of Minnesota. Christopher is committed to providing clients with personalized service and helping them make informed decisions about their finances.
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
01/02/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JUPITER FL)
FL
09/19/2016 - 11/17/2017
HSBC SECURITIES (USA) INC. (Fort Lauderdale FL)
FL
05/20/2014 - 11/27/2015
PNC INVESTMENTS (MIRAMAR FL)
FL
12/20/2013 - 05/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
11/17/2011 - 11/25/2013
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
FL
10/22/2010 - 12/02/2011
RAYMOND JAMES & ASSOCIATES, INC. (FT. LAUDERDALE FL)
FL
02/21/2003 - 01/05/2009
WACHOVIA SECURITIES, LLC (PLANTATION FL)
MN
01/26/2000 - 05/11/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/2000 - 05/11/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/18/1999 - 10/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
11/16/1998 - 04/05/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
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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