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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Meriwether is a financial advisor who has been in the industry since 1998. Chris is currently registered with Morgan Stanley and is a registered investment advisor in Kentucky and Texas. Chris holds Series 7, 31, 63, and 65 licenses as well as the SIE exam. Before joining Morgan Stanley, Chris worked with several other firms including Fifth Third Securities, Inc, PNC Brokerage Corp, and Paine Webber Incorporated. Chris is a financial advisor who helps individuals, families, and businesses reach their financial goals. Chris provides a wide range of financial services including financial planning, asset allocation advice, and portfolio management. Chris is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KY
03/26/2020 - Present
Morgan Stanley (Louisville KY)
KY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOUISVILLE KY)
KY
03/08/2007 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
KY
07/02/2001 - 03/14/2007
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
PA
12/06/1999 - 06/26/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
12/24/1998 - 12/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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