Unclaimed
Christian Beccone is a financial professional with Morgan Stanley. Christian has been in the industry since November 2023. Christian has passed the Series 99TO and SIE exams and is registered with FINRA. Christian works from the Baltimore, MD office and has worked with clients such as insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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
MD
11/20/2023 - Present
Morgan Stanley (Baltimore MD)
BC
Issued 11/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christian Beccone is the right advisor for you? Invested Better is here to help.