Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Goodman is a financial advisor at Morgan Stanley. She has been in the financial services industry for over 20 years, and is registered with the state of Virginia and Texas. Christina has a wide range of experience, working for several firms before joining Morgan Stanley in 2009. She has a focus on working with individuals, families, and businesses. Christina is committed to providing her clients with personalized financial advice and guidance, with a focus on building long-term relationships.
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
VA
11/24/2014 - Present
Morgan Stanley (Richmond VA)
VA
03/19/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
VA
01/12/2007 - 03/26/2008
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
03/22/2006 - 01/08/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NJ
12/14/2001 - 03/30/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/13/2001 - 07/30/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
07/27/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 11/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
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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