Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Hom has over 35 years of experience in the financial industry. Christina began her career in 1984, working with Dean Witter Reynolds Inc. before moving to Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christina is a Series 7, Series 31, Series 63 and Series 65 licensed professional. Christina joined Morgan Stanley in 2007 and now works with high-net-worth individuals, families and institutions. She is a wealth advisor at Morgan Stanley and her focus is on developing customized investment strategies and asset allocation plans. Christina Hom provides financial planning, pension consulting and portfolio management services to her clients.
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
HI
06/01/2009 - Present
Morgan Stanley (Honolulu HI)
HI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
06/20/2000 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
NY
04/23/1990 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/20/1984 - 05/03/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 01/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1984
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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