Unclaimed
Christian Woodson Coussan is a financial advisor with Morgan Stanley, a leading financial services firm with over 140 trillion dollars under management. Christian has been in the financial services industry since 2018, and has Series 63, SIE and Series 7 licenses. Christian has been a registered representative in Georgia since 2023. Christian's experience and licenses enable them to provide a wide range of financial services, including asset allocation advice, financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
04/19/2018 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
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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