Unclaimed
Cristopher Crisologo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cristopher has been in the industry since March 2017 and is currently licensed to offer securities and investment advice in 53 states and the District of Columbia. Cristopher has held previous positions at Robinhood Financial, LLC, Wells Fargo Clearing Services, LLC, MML Investors Services, LLC and MSI Financial Services, Inc. Cristopher is a graduate of the University of Central Florida and holds a bachelor's degree in finance. Cristopher is also a member of the National Association of Securities Dealers (NASD). Cristopher is dedicated to providing his clients with the highest level of personalized service and investment advice.
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
AZ
01/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
02/18/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
FL
12/04/2018 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (GAINESVILLE FL)
FL
03/25/2017 - 10/31/2017
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
FL
10/05/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2015
Series 6 - Investment Company Products/Variable Contracts 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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