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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 Berl is an investment advisor representative associated with Morgan Stanley. Christina has been active in the securities industry since January 19, 2019. Christina holds Series 66, Series 7, and SIE licenses. Christina is registered in Connecticut, Massachusetts and Rhode Island. Christina has worked for Morgan Stanley in Purchase, NY. Christina also previously worked for Thrivent Investment Management Inc. in New York, NY and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY.
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
NH
06/11/2024 - Present
Morgan Stanley (PORTSMOUTH NH)
NY
11/15/2022 - 04/08/2024
MORGAN STANLEY (PURCHASE NY)
NY
02/04/2020 - 09/12/2022
THRIVENT INVESTMENT MANAGEMENT INC. (New York NY)
NY
05/02/2018 - 09/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2018
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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