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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Coleman erwin is a financial advisor with over 20 years of experience in the financial services industry. Christina is currently registered with Morgan Stanley in Purchase, New York and Huntersville, North Carolina. Before joining Morgan Stanley, Christina worked at First Horizon Advisors, Inc. in Charlotte, North Carolina and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York. Christina holds Series 7, 63, 65, and 66 licenses. Christina has experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Christina specializes in providing asset allocation advice, financial planning, and portfolio management. Christina is dedicated to helping her clients achieve their financial goals.
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
NY
03/03/2022 - Present
Morgan Stanley (PURCHASE NY)
NC
09/15/2020 - 12/07/2021
FIRST HORIZON ADVISORS, INC. (Charlotte NC)
NY
10/08/2002 - 10/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
11/21/2001 - 07/24/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
07/05/2001 - 07/22/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
12/05/2000 - 06/29/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/10/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
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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