Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Woo is a financial advisor with over 20 years of experience in the financial services industry. She holds Series 7, Series 31, Series 63, Series 65 and SIE licenses and is registered to offer securities and investment advisory services in 46 states. Christina is a Registered Representative and Investment Advisor Representative with Morgan Stanley and has been with the firm since 2009. Previously, Christina worked at Citigroup Global Markets Inc. Christina is a dedicated financial professional and provides a comprehensive range of financial services to individuals and families.
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
NJ
03/11/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
09/26/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)
IA
Issued 11/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/2000
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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