Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher W Schofield is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pennington, New Jersey. Christopher W Schofield has been in the industry since December 25, 2023. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Christopher W Schofield was previously registered with MORGAN STANLEY and E*TRADE SECURITIES LLC. Christopher W Schofield has passed the Uniform Securities Agent State Law Examination (Series 63), General Securities Representative Examination (Series 7TO), and Securities Industry Essentials Examination (SIE). Christopher W Schofield specializes in providing financial advice to a diverse clientele, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
NJ
07/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
FL
09/05/2023 - 03/01/2024
MORGAN STANLEY (Temple Terrace FL)
FL
08/10/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
BC
Issued 09/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials 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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