Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian McMains is a financial advisor at Morgan Stanley. Christian holds Series 7, 63 and 65 licenses, and has been in the industry since 2021. Christian works with a wide range of clients including individuals, families, businesses, and institutions. Christian specializes in providing comprehensive financial planning, investment management, and retirement planning services. Christian's goal is to help clients achieve their financial goals by providing personalized and customized financial solutions. Christian is committed to providing clients with the highest level of service and support.
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
GA
09/13/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
09/28/2022 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
FL
01/24/2022 - 08/01/2022
TRINITY WEALTH SECURITIES, L.L.C. (Miami FL)
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christian McMains is the right advisor for you? Invested Better is here to help.
