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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Urroz is a financial advisor at Morgan Stanley. Christian has been in the financial industry for over 10 years and has a strong understanding of the investment markets. Christian is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs. Christian has a wide range of experience in various financial services, including investment management, financial planning, and retirement planning. Christian holds the Series 63, 6TO, and SIE licenses. Christian is also registered with the states of Florida and Missouri.
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
FL
02/13/2025 - Present
Morgan Stanley (Miami FL)
BC
Issued 11/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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