Unclaimed
Christopher Trifilio is a registered representative with J.P. Morgan Securities LLC in Glen Ellyn, IL. Christopher has been working in the financial industry since 2008. Christopher has a wide range of experience and has held positions at William Blair & Company L.L.C. and MESIROW FINANCIAL, INC. Christopher holds Series 7, 7TO, 24, 55, 63 and 66 licenses. Christopher is currently registered in Illinois, Texas, California, Florida and Minnesota. Christopher is a registered investment advisor in Illinois and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
06/05/2024 - Present
J.p. Morgan Securities LLC (GLEN ELLYN IL)
IL
04/21/2009 - 04/13/2015
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
12/22/1999 - 05/04/2009
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BOTH
Issued 08/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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