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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 Dewhurst is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Houston, Texas. Christopher has been working in the financial industry since 2005. Christopher holds the Series 3, 7, 63, and 66 securities licenses as well as the SIE. Christopher's primary focus is on helping individuals and businesses with their financial planning needs. Christopher also has experience in portfolio management and providing investment advice. Christopher has a strong commitment to providing exceptional customer service and building long-lasting relationships with clients. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Christopher worked at BARCLAYS CAPITAL INC. and LEHMAN BROTHERS INC..
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
06/19/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
09/22/2008 - 07/07/2015
BARCLAYS CAPITAL INC. (HOUSTON TX)
TX
10/04/2005 - 09/22/2008
LEHMAN BROTHERS INC. (HOUSTON TX)
BOTH
Issued 03/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/2005
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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