Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Garrett is an investment advisor representative with Wealthpenn.comllc, a firm headquartered in Purchase, NY, which has approximately $10 billion to $50 billion in assets under management. Christa has been in the industry since July 24, 1996. Christa is licensed to offer investment advice in 53 states and the District of Columbia. Christa has held previous positions at Morgan Stanley & Co. Incorporated, Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., PaineWebber Incorporated, and A. G. Edwards & Sons, 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.
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
Wealthpenn.comllc (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 8/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/31/2004
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/24/2009
Series 3 - National Commodity Futures Examination
BC
Issued 2/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 4/26/1996
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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