Unclaimed
Christina Damiano is a financial advisor with over 15 years of experience in the financial services industry. Christina is currently registered with Morgan Stanley and has held previous roles at UBS Financial Services Inc. Christina's expertise spans a variety of investment areas, including securities, commodities, and financial planning. She is dedicated to providing personalized financial advice and solutions to help her clients achieve their financial goals. Christina holds a Series 66, Series 3, Series 7, Series 9, and Series 10 licenses and is registered in various states including California, Connecticut, New York and Texas.
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
05/04/2020 - Present
Morgan Stanley (PURCHASE NY)
CA
11/13/2007 - 09/21/2015
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 12/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 3 - National Commodity Futures Examination
BC
Issued 11/12/2007
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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