Unclaimed
Christian Riemenschneider is a financial advisor with Morgan Stanley. Christian has been in the financial services industry since 1988. Christian holds a Series 7, Series 9, Series 10, Series 63, and Series 65 license. Christian has worked at several firms before joining Morgan Stanley including Wells Fargo Clearing Services, LLC, McDonald Investments Inc., and Prescott, Ball & Turben, Inc. Christian specializes in providing financial planning, pension consulting, asset allocation advice, educational seminars, and selection of other advisors to individuals, corporations, and charitable organizations.
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
OH
11/22/2019 - Present
Morgan Stanley (Westlake OH)
OH
11/19/1999 - 11/26/2019
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)
OH
10/15/1993 - 11/23/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
09/04/1990 - 10/20/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
04/07/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
IA
Issued 12/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
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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