Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wilkinson Green is a financial advisor with over 26 years of experience in the financial services industry. Christopher is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has a strong background in various areas of financial services, including investment banking and securities brokerage. Christopher specializes in providing investment advice and portfolio management services to individual and institutional clients. Christopher has a wide range of experience in various sectors, including but not limited to: High-Net-Worth Individuals, Corporations, Pension & Profit-Sharing Plans, Insurance Companies, Charitable Organizations and State or Municipal Government Entities.
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
01/02/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
09/03/2004 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
02/02/2001 - 10/04/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
09/09/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 10/10/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/1997
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
Not sure Christopher Green is the right advisor for you? Invested Better is here to help.
