Unclaimed
Christa Garrett is a financial advisor with Morgan Stanley. Christa has over 25 years of experience in the financial services industry. Christa is registered to provide investment advice in 53 states. Christa is also a registered representative of Morgan Stanley. Christa is located in Ridgeland, Mississippi, and has branch offices in New Orleans, Louisiana and Pearl, Mississippi. Christa has a wide range of experience, including investment advisory, financial planning, pension consulting, and portfolio management. Christa has previously worked with A.G. Edwards & Sons, Inc., Paine Webber Incorporated, Sterne, Agee & Leach, Inc., Stifel, Nicolaus & Company, Incorporated, and Morgan Stanley & Co. Incorporated.
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
MS
04/08/2020 - Present
Morgan Stanley (RIDGELAND MS)
MS
06/11/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGELAND MS)
MS
09/01/2000 - 05/14/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (JACKSON MS)
AL
04/22/1999 - 08/31/2000
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NJ
07/29/1998 - 05/06/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
04/29/1996 - 05/29/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1996
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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